ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 86 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.60 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 | 32,640 | $3,183,331 | 2.98% |
| Granite Bay Wealth Management, LLC | 2,136,954 | $203,033 | 1.99% |
| Audent Global Asset Management, LLC | 16,370 | $1,596,518 | 1.15% |
| Independent Family Office, LLC | 16,902 | $1,648,452 | 1.03% |
| PCG Wealth Advisors, LLC | 15,757 | $1,536,804 | 1.01% |
| Alhambra Investment Management LLC | 13,882 | $1,353,911 | 0.89% |
| VIAWEALTH, LLC | 12,358 | $1,205,297 | 0.88% |
| Amica Retiree Medical Trust | 6,811 | $664 | 0.78% |
| Columbus Macro, LLC | 17,609 | $1,719,470 | 0.72% |
| Wealth Management Partners, LLC | 11,865 | $1,157,193 | 0.72% |