ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 75 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $1,458,000 | -19.3% | 20,421 | -1.6% | 0.03% | -21.2% |
| Q3 2014 | $1,806,000 | -3.4% | 20,761 | +7.7% | 0.03% | 0.0% |
| Q2 2014 | $1,870,000 | +15.0% | 19,275 | +0.8% | 0.03% | +6.5% |
| Q1 2014 | $1,626,000 | +2.6% | 19,119 | -0.7% | 0.03% | +19.2% |
| Q4 2013 | $1,585,000 | +6.7% | 19,246 | +1.0% | 0.03% | -7.1% |
| Q3 2013 | $1,485,000 | +203.7% | 19,064 | +179.4% | 0.03% | +180.0% |
| Q2 2013 | $489,000 | – | 6,823 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 38,843 | $3,333,141 | 3.07% |
| Audent Global Asset Management, LLC | 11,223 | $963,080 | 1.35% |
| Riggs Asset Managment Co. Inc. | 22,812 | $1,957,500 | 0.76% |
| Independent Family Office, LLC | 14,308 | $1,227,771 | 0.71% |
| Wealth Management Partners, LLC | 11,075 | $950,347 | 0.66% |
| VIAWEALTH, LLC | 9,548 | $819,394 | 0.65% |
| Endowment Wealth Management, Inc. | 6,992 | $595,001 | 0.60% |
| MARTIN & CO INC /TN/ | 24,871 | $2,134,183 | 0.55% |
| Teamwork Financial Advisors, LLC | 31,232 | $2,680,062 | 0.50% |
| SAXON INTERESTS, INC. | 8,724 | $748,564 | 0.42% |