ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 176 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.92 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $9,000 | -10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $8,000 | -65.2% | 150 | -64.7% | 0.00% | -66.7% |
| Q4 2015 | $23,000 | -4.2% | 425 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $24,000 | -31.4% | 425 | -15.0% | 0.00% | -25.0% |
| Q2 2015 | $35,000 | -5.4% | 500 | 0.0% | 0.00% | -20.0% |
| Q1 2015 | $37,000 | +2.8% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $36,000 | -32.1% | 500 | -18.0% | 0.01% | -37.5% |
| Q3 2014 | $53,000 | -19.7% | 610 | -10.9% | 0.01% | -20.0% |
| Q2 2014 | $66,000 | – | 685 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 38,843 | $3,333,141 | 3.07% |
| Audent Global Asset Management, LLC | 11,223 | $963,080 | 1.35% |
| Riggs Asset Managment Co. Inc. | 22,812 | $1,957,500 | 0.76% |
| Independent Family Office, LLC | 14,308 | $1,227,771 | 0.71% |
| Wealth Management Partners, LLC | 11,075 | $950,347 | 0.66% |
| VIAWEALTH, LLC | 9,548 | $819,394 | 0.65% |
| Endowment Wealth Management, Inc. | 6,992 | $595,001 | 0.60% |
| MARTIN & CO INC /TN/ | 24,871 | $2,134,183 | 0.55% |
| Teamwork Financial Advisors, LLC | 31,232 | $2,680,062 | 0.50% |
| SAXON INTERESTS, INC. | 8,724 | $748,564 | 0.42% |