ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 75 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $657 | -1.6% | 6,736 | -14.4% | 0.00% | 0.0% |
| Q2 2023 | $668 | 0.0% | 7,870 | +1.0% | 0.00% | -33.3% |
| Q1 2023 | $668 | -10.1% | 7,789 | -2.7% | 0.00% | 0.0% |
| Q4 2022 | $743 | -99.9% | 8,004 | -0.8% | 0.00% | 0.0% |
| Q3 2022 | $672,000 | +7.5% | 8,070 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $625,000 | -15.9% | 8,026 | -8.9% | 0.00% | 0.0% |
| Q1 2022 | $743,000 | +54.1% | 8,808 | +11.9% | 0.00% | +50.0% |
| Q4 2021 | $482,000 | -86.2% | 7,874 | -92.4% | 0.00% | -90.9% |
| Q2 2020 | $3,491,000 | +45.2% | 103,539 | -1.7% | 0.02% | +15.8% |
| Q1 2020 | $2,405,000 | +649.2% | 105,300 | +1720.5% | 0.02% | +850.0% |
| Q4 2019 | $321,000 | +2.9% | 5,784 | -5.6% | 0.00% | 0.0% |
| Q3 2019 | $312,000 | -11.9% | 6,127 | -3.0% | 0.00% | -33.3% |
| Q2 2019 | $354,000 | -4.3% | 6,317 | -0.6% | 0.00% | 0.0% |
| Q1 2019 | $370,000 | -28.0% | 6,355 | -36.1% | 0.00% | -40.0% |
| Q4 2018 | $514,000 | +2.4% | 9,949 | +50.6% | 0.01% | +25.0% |
| Q3 2018 | $502,000 | -0.8% | 6,608 | -2.9% | 0.00% | -20.0% |
| Q2 2018 | $506,000 | +53.8% | 6,807 | +31.4% | 0.01% | +66.7% |
| Q1 2018 | $329,000 | -45.6% | 5,182 | -44.4% | 0.00% | -50.0% |
| Q4 2017 | $605,000 | – | 9,317 | – | 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% |