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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $6,000 | -14.3% | 218 | +1.9% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +40.0% | 214 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -58.3% | 213 | +1.4% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | 0.0% | 210 | -12.1% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | -14.3% | 239 | +0.8% | 0.00% | -50.0% |
| Q1 2019 | $14,000 | +16.7% | 237 | +0.4% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -33.3% | 236 | +0.9% | 0.00% | 0.0% |
| Q3 2018 | $18,000 | +5.9% | 234 | +0.4% | 0.00% | 0.0% |
| Q2 2018 | $17,000 | +13.3% | 233 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 233 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $15,000 | -6.2% | 233 | -12.7% | 0.00% | 0.0% |
| Q3 2017 | $16,000 | +6.7% | 267 | +0.4% | 0.00% | 0.0% |
| Q2 2017 | $15,000 | -6.2% | 266 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $16,000 | -5.9% | 266 | +0.4% | 0.00% | -33.3% |
| Q4 2016 | $17,000 | +6.2% | 265 | +0.4% | 0.00% | 0.0% |
| Q3 2016 | $16,000 | +6.7% | 264 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $15,000 | +7.1% | 264 | +0.4% | 0.00% | 0.0% |
| Q1 2016 | $14,000 | 0.0% | 263 | +0.4% | 0.00% | 0.0% |
| Q4 2015 | $14,000 | 0.0% | 262 | +1.2% | 0.00% | 0.0% |
| Q3 2015 | $14,000 | -22.2% | 259 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $18,000 | -5.3% | 259 | +0.4% | 0.00% | -25.0% |
| Q1 2015 | $19,000 | +5.6% | 258 | 0.0% | 0.00% | +33.3% |
| Q4 2014 | $18,000 | -18.2% | 258 | +0.4% | 0.00% | -25.0% |
| Q3 2014 | $22,000 | -12.0% | 257 | +0.4% | 0.00% | -20.0% |
| Q2 2014 | $25,000 | +13.6% | 256 | +0.4% | 0.01% | 0.0% |
| Q1 2014 | $22,000 | – | 255 | – | 0.01% | – |
Download | ||||||
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% |