ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 98 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $734,899 | -17.0% | 8,653 | -16.2% | 0.24% | -22.5% |
| Q1 2023 | $885,818 | -10.8% | 10,323 | -3.5% | 0.31% | -15.0% |
| Q4 2022 | $992,952 | +26.2% | 10,693 | +13.2% | 0.36% | +19.6% |
| Q3 2022 | $787,000 | +8.1% | 9,448 | +1.1% | 0.30% | +15.8% |
| Q2 2022 | $728,000 | +41.1% | 9,348 | +52.6% | 0.26% | +72.2% |
| Q1 2022 | $516,000 | +28.0% | 6,125 | -14.8% | 0.15% | +9.4% |
| Q2 2019 | $403,000 | -73.9% | 7,190 | -72.9% | 0.14% | -73.7% |
| Q1 2019 | $1,544,000 | -27.3% | 26,540 | -35.5% | 0.52% | -33.8% |
| Q4 2018 | $2,124,000 | -58.8% | 41,130 | -39.4% | 0.79% | -47.6% |
| Q3 2018 | $5,150,000 | -20.8% | 67,825 | -22.5% | 1.51% | -21.4% |
| Q2 2018 | $6,501,000 | +3.4% | 87,480 | -11.6% | 1.92% | +4.5% |
| Q1 2018 | $6,290,000 | – | 98,955 | – | 1.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 32,640 | $3,183,331 | 2.98% |
| Granite Bay Wealth Management, LLC | 2,136,954 | $203,033 | 1.99% |
| Audent Global Asset Management, LLC | 16,370 | $1,596,518 | 1.15% |
| Independent Family Office, LLC | 16,902 | $1,648,452 | 1.03% |
| PCG Wealth Advisors, LLC | 15,757 | $1,536,804 | 1.01% |
| Alhambra Investment Management LLC | 13,882 | $1,353,911 | 0.89% |
| VIAWEALTH, LLC | 12,358 | $1,205,297 | 0.88% |
| Amica Retiree Medical Trust | 6,811 | $664 | 0.78% |
| Columbus Macro, LLC | 17,609 | $1,719,470 | 0.72% |
| Wealth Management Partners, LLC | 11,865 | $1,157,193 | 0.72% |