ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 89 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.59 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $529,000 | -6.2% | 6,965 | -8.2% | 0.04% | -12.5% |
| Q2 2018 | $564,000 | +13.3% | 7,590 | -3.2% | 0.05% | +9.1% |
| Q1 2018 | $498,000 | -4.0% | 7,840 | -1.9% | 0.04% | 0.0% |
| Q4 2017 | $519,000 | +30.7% | 7,990 | +18.4% | 0.04% | +29.4% |
| Q3 2017 | $397,000 | +2.8% | 6,750 | -4.3% | 0.03% | -2.9% |
| Q2 2017 | $386,000 | -14.0% | 7,050 | -4.1% | 0.04% | -16.7% |
| Q1 2017 | $449,000 | -2.6% | 7,350 | +4.3% | 0.04% | -8.7% |
| Q4 2016 | $461,000 | -0.6% | 7,050 | -6.6% | 0.05% | -2.1% |
| Q3 2016 | $464,000 | +21.1% | 7,550 | +11.9% | 0.05% | +20.5% |
| Q2 2016 | $383,000 | +9.1% | 6,750 | 0.0% | 0.04% | +5.4% |
| Q1 2016 | $351,000 | -38.6% | 6,750 | -37.5% | 0.04% | -38.3% |
| Q4 2015 | $572,000 | -42.6% | 10,800 | -39.9% | 0.06% | -45.0% |
| Q3 2015 | $997,000 | -23.2% | 17,975 | -2.2% | 0.11% | -17.4% |
| Q2 2015 | $1,299,000 | -4.0% | 18,375 | -0.4% | 0.13% | -5.0% |
| Q1 2015 | $1,353,000 | +2.7% | 18,450 | 0.0% | 0.14% | +4.5% |
| Q4 2014 | $1,318,000 | -18.3% | 18,450 | -0.5% | 0.13% | -21.3% |
| Q3 2014 | $1,613,000 | -13.0% | 18,550 | -2.9% | 0.17% | -12.0% |
| Q2 2014 | $1,854,000 | +14.4% | 19,100 | +0.3% | 0.19% | +10.3% |
| Q1 2014 | $1,620,000 | -1.9% | 19,050 | -5.0% | 0.17% | +5.5% |
| Q4 2013 | $1,651,000 | +5.4% | 20,050 | -0.2% | 0.16% | -3.5% |
| Q3 2013 | $1,566,000 | +9.7% | 20,100 | +0.9% | 0.17% | +3.6% |
| Q2 2013 | $1,427,000 | – | 19,925 | – | 0.16% | – |
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% |