ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - 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 ↓ |
---|---|---|---|
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% |