ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $864,506 | +116.9% | 8,864 | +88.8% | 0.01% | +100.0% |
| Q2 2023 | $398,661 | +5.1% | 4,694 | +6.2% | 0.01% | 0.0% |
| Q1 2023 | $379,452 | +16.9% | 4,422 | +26.5% | 0.01% | 0.0% |
| Q4 2022 | $324,639 | -78.8% | 3,496 | -91.8% | 0.01% | -82.9% |
| Q4 2020 | $1,532,000 | +37.4% | 42,710 | +1.3% | 0.04% | +20.7% |
| Q3 2020 | $1,115,000 | -20.7% | 42,160 | +1.1% | 0.03% | -27.5% |
| Q2 2020 | $1,406,000 | -4.9% | 41,690 | -35.6% | 0.04% | -24.5% |
| Q1 2020 | $1,478,000 | -53.1% | 64,720 | +14.0% | 0.05% | -42.4% |
| Q4 2019 | $3,152,000 | – | 56,760 | – | 0.09% | – |
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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% |