ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 178 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $49,760 | -23.8% | 500 | -18.2% | 0.00% | -33.3% |
| Q1 2024 | $65,318 | +40.2% | 611 | +22.2% | 0.00% | -25.0% |
| Q4 2023 | $46,595 | -4.4% | 500 | 0.0% | 0.00% | -33.3% |
| Q3 2023 | $48,765 | +14.8% | 500 | 0.0% | 0.01% | +50.0% |
| Q2 2023 | $42,465 | -1.0% | 500 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $42,905 | -7.6% | 500 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $46,430 | -83.6% | 500 | -89.2% | 0.01% | -85.4% |
| Q1 2017 | $283,000 | – | 4,625 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STRATEGIC WEALTH MANAGEMENT INC | 24,500 | $1,750,000 | 1.70% |
| Consolidated Investment Group LLC | 36,039 | $2,574,000 | 1.28% |
| MARTIN & CO INC /TN/ | 52,055 | $3,718,000 | 1.18% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 56,190 | $4,014,000 | 0.71% |
| MILLIE CAPITAL MANAGEMENT, LLC | 9,392 | $671,000 | 0.69% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 176,239 | $12,589,000 | 0.51% |
| Karp Capital Management Corp | 9,360 | $669,000 | 0.49% |
| Focused Wealth Management, Inc | 7,859 | $561,000 | 0.40% |
| Alerus Investment Advisors Corp | 29,564 | $2,112,000 | 0.36% |
| CUE ADVISORY SERVICES, INC. | 4,071 | $291,000 | 0.31% |