ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 100 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.54 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $213,000 | -39.1% | 6,317 | -58.8% | 0.00% | -50.0% |
| Q1 2020 | $350,000 | -85.7% | 15,317 | -65.2% | 0.00% | -81.8% |
| Q4 2019 | $2,443,000 | +82.9% | 43,992 | +67.9% | 0.01% | +57.1% |
| Q3 2019 | $1,336,000 | -7.0% | 26,202 | +2.3% | 0.01% | -12.5% |
| Q2 2019 | $1,437,000 | -21.6% | 25,625 | -18.7% | 0.01% | -20.0% |
| Q1 2019 | $1,833,000 | +23.0% | 31,512 | +9.2% | 0.01% | +11.1% |
| Q4 2018 | $1,490,000 | -78.4% | 28,850 | -68.3% | 0.01% | -73.5% |
| Q3 2018 | $6,904,000 | +39.9% | 90,926 | +36.9% | 0.03% | +21.4% |
| Q2 2018 | $4,936,000 | +10.7% | 66,429 | -5.3% | 0.03% | -6.7% |
| Q1 2018 | $4,459,000 | -4.1% | 70,156 | -2.0% | 0.03% | -3.2% |
| Q4 2017 | $4,649,000 | -6.7% | 71,567 | -15.6% | 0.03% | -13.9% |
| Q3 2017 | $4,982,000 | +7.2% | 84,801 | -0.2% | 0.04% | +2.9% |
| Q2 2017 | $4,648,000 | +4.4% | 84,981 | +16.7% | 0.04% | +2.9% |
| Q1 2017 | $4,453,000 | +339.6% | 72,849 | +370.4% | 0.03% | +277.8% |
| Q4 2016 | $1,013,000 | +6.3% | 15,486 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $953,000 | -6.6% | 15,486 | -13.9% | 0.01% | -10.0% |
| Q2 2016 | $1,020,000 | – | 17,990 | – | 0.01% | – |
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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% |