ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 87 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,060,000 | +21.4% | 16,324 | +9.8% | 0.07% | -16.0% |
| Q3 2017 | $873,000 | -53.0% | 14,866 | -56.3% | 0.08% | +15.7% |
| Q2 2017 | $1,859,000 | +434.2% | 33,981 | +453.3% | 0.07% | +3400.0% |
| Q2 2016 | $348,000 | -22.5% | 6,142 | +0.3% | 0.00% | 0.0% |
| Q1 2015 | $449,000 | -86.0% | 6,124 | -86.3% | 0.00% | -84.6% |
| Q4 2014 | $3,202,000 | – | 44,833 | – | 0.01% | – |
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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% |