ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 86 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.57 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $263,000 | +8.7% | 4,736 | -0.0% | 0.01% | +16.7% |
| Q3 2019 | $242,000 | -15.1% | 4,737 | -6.8% | 0.01% | -14.3% |
| Q2 2019 | $285,000 | -47.0% | 5,082 | -45.1% | 0.01% | -46.2% |
| Q1 2019 | $538,000 | -9.9% | 9,252 | -20.0% | 0.03% | -18.8% |
| Q4 2018 | $597,000 | -41.6% | 11,559 | -14.1% | 0.03% | -25.6% |
| Q3 2018 | $1,022,000 | +0.9% | 13,456 | -1.3% | 0.04% | -8.5% |
| Q2 2018 | $1,013,000 | +50.1% | 13,632 | +28.4% | 0.05% | +42.4% |
| Q1 2018 | $675,000 | -2.3% | 10,615 | -0.3% | 0.03% | +3.1% |
| Q4 2017 | $691,000 | +20.6% | 10,645 | +9.2% | 0.03% | +6.7% |
| Q3 2017 | $573,000 | +44.7% | 9,750 | +34.5% | 0.03% | +36.4% |
| Q2 2017 | $396,000 | – | 7,248 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MORGAN JESS S & CO INC | 38,984 | $3,035,000 | 3.15% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 36,752 | $2,861,000 | 2.59% |
| SPC Financial, Inc. | 238,539 | $18,570,000 | 2.29% |
| Cadent Capital Advisors, LLC | 48,088 | $3,744,000 | 2.12% |
| Audent Global Asset Management, LLC | 19,234 | $1,497,000 | 1.03% |
| Telemetry Investments, L.L.C. | 10,000 | $778,000 | 0.92% |
| MinichMacGregor Wealth Management, LLC | 28,281 | $2,201,000 | 0.91% |
| Meadow Creek Wealth Advisors LLC | 7,215 | $562,000 | 0.69% |
| Endowment Wealth Management, Inc. | 6,867 | $535,000 | 0.64% |
| Well Done, LLC | 36,571 | $2,847,000 | 0.63% |