ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 83 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.62 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,373,088 | +170.8% | 24,331 | +135.8% | 0.03% | +188.9% |
| Q2 2023 | $876,382 | +6.2% | 10,318 | +7.3% | 0.01% | 0.0% |
| Q1 2023 | $824,967 | -55.3% | 9,613 | -51.6% | 0.01% | -59.1% |
| Q4 2022 | $1,844,276 | +162.3% | 19,860 | +135.1% | 0.02% | +144.4% |
| Q3 2022 | $703,000 | +2410.7% | 8,446 | +1841.6% | 0.01% | +800.0% |
| Q4 2016 | $28,000 | -37.8% | 435 | -40.8% | 0.00% | 0.0% |
| Q3 2016 | $45,000 | +15.4% | 735 | +6.8% | 0.00% | 0.0% |
| Q2 2016 | $39,000 | +11.4% | 688 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $35,000 | -2.8% | 688 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $36,000 | -23.4% | 688 | -20.3% | 0.00% | -50.0% |
| Q3 2015 | $47,000 | -7.8% | 863 | +19.0% | 0.00% | 0.0% |
| Q2 2015 | $51,000 | +45.7% | 725 | +49.8% | 0.00% | +100.0% |
| Q1 2015 | $35,000 | +75.0% | 484 | +70.4% | 0.00% | 0.0% |
| Q4 2014 | $20,000 | – | 284 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 149,888 | $8,709,000 | 2.93% |
| EWG Elevate Inc. | 119,167 | $6,925,000 | 2.86% |
| ALTFEST L J & CO INC | 71,752 | $4,169,000 | 0.87% |
| GILL CAPITAL PARTNERS, LLC | 22,628 | $1,315,000 | 0.60% |
| MARTIN & CO INC /TN/ | 42,677 | $2,480,000 | 0.58% |
| Teamwork Financial Advisors, LLC | 42,142 | $2,449,000 | 0.48% |
| Independent Family Office, LLC | 12,852 | $747,000 | 0.31% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 5,966 | $347,000 | 0.21% |
| CARRET ASSET MANAGEMENT, LLC | 28,400 | $1,650,000 | 0.20% |
| GRIMES & COMPANY, INC. | 71,325 | $4,145,000 | 0.18% |