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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,798 | +296.0% | 203 | +190.0% | 0.00% | – |
| Q3 2018 | $5,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | +25.0% | 70 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | -20.0% | 70 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | +25.0% | 70 | 0.0% | 0.00% | – |
| Q3 2017 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2017 | $4,000 | -20.0% | 70 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | +25.0% | 70 | 0.0% | 0.00% | – |
| Q3 2016 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2016 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2016 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q4 2015 | $4,000 | -88.6% | 70 | -88.9% | 0.00% | -100.0% |
| Q3 2015 | $35,000 | -60.2% | 630 | -49.1% | 0.00% | -50.0% |
| Q2 2015 | $88,000 | -3.3% | 1,238 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $91,000 | +3.4% | 1,238 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $88,000 | -18.5% | 1,238 | 0.0% | 0.00% | -20.0% |
| Q3 2014 | $108,000 | -10.0% | 1,238 | 0.0% | 0.01% | -16.7% |
| Q2 2014 | $120,000 | +14.3% | 1,238 | 0.0% | 0.01% | +20.0% |
| Q1 2014 | $105,000 | +2.9% | 1,238 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $102,000 | +6.2% | 1,238 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $96,000 | +7.9% | 1,238 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $89,000 | – | 1,238 | – | 0.01% | – |
Download | ||||||
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% |