Cambridge Investment Research Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 87 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.44 and the average weighting 0.1%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,177
+136.1%
22,324
+105.6%
0.01%
+150.0%
Q2 2023$922
-0.9%
10,856
+0.1%
0.00%
-20.0%
Q1 2023$930
-15.5%
10,841
-8.5%
0.01%
-16.7%
Q4 2022$1,101
-100.0%
11,853
-69.0%
0.01%
-66.7%
Q3 2022$3,184,000
+200.1%
38,231
+180.4%
0.02%
+200.0%
Q2 2022$1,061,000
+365.4%
13,633
+403.2%
0.01%
+500.0%
Q1 2022$228,000
-7.3%
2,709
-36.0%
0.00%0.0%
Q3 2021$246,000
-95.6%
4,231
-95.7%
0.00%
-96.3%
Q2 2021$5,625,000
+168.4%
98,174
+128.0%
0.03%
+145.5%
Q1 2021$2,096,000
-87.7%
43,051
-80.8%
0.01%
-93.3%
Q3 2018$17,033,000
+68.1%
224,319
+64.6%
0.16%
+52.3%
Q2 2018$10,130,000
+1351.3%
136,318
+1141.4%
0.11%
+1237.5%
Q1 2018$698,000
-7.9%
10,981
-5.9%
0.01%
-11.1%
Q4 2017$758,000
+8.4%
11,670
-1.9%
0.01%0.0%
Q3 2017$699,000
+13.5%
11,893
+5.6%
0.01%0.0%
Q2 2017$616,000
-40.0%
11,263
-32.9%
0.01%
-50.0%
Q1 2017$1,026,000
-8.1%
16,779
-1.7%
0.02%
-14.3%
Q4 2016$1,117,000
+5.7%
17,074
-0.6%
0.02%
+5.0%
Q3 2016$1,057,000
-3.2%
17,185
-10.7%
0.02%
-13.0%
Q2 2016$1,092,000
+7.4%
19,244
-1.6%
0.02%0.0%
Q1 2016$1,017,000
-1.9%
19,558
-0.2%
0.02%
-8.0%
Q4 2015$1,037,000
+17.6%
19,593
+23.2%
0.02%0.0%
Q3 2015$882,000
-12.1%
15,903
+12.1%
0.02%
-10.7%
Q2 2015$1,003,000
-19.0%
14,186
-15.9%
0.03%
-20.0%
Q1 2015$1,238,000
+15.7%
16,875
+12.7%
0.04%
+6.1%
Q4 2014$1,070,000
-49.0%
14,974
-37.9%
0.03%
-46.8%
Q3 2014$2,097,000
+55.6%
24,123
+73.8%
0.06%
+31.9%
Q2 2014$1,348,000
+14.9%
13,883
+0.7%
0.05%
+6.8%
Q1 2014$1,173,000
+8.8%
13,793
+5.4%
0.04%0.0%
Q4 2013$1,078,000
+33.4%
13,090
+26.2%
0.04%
+25.7%
Q3 2013$808,000
+49.1%
10,372
+37.0%
0.04%
+25.0%
Q2 2013$542,0007,5730.03%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 149,888$8,709,0002.93%
EWG Elevate Inc. 119,167$6,925,0002.86%
ALTFEST L J & CO INC 71,752$4,169,0000.87%
GILL CAPITAL PARTNERS, LLC 22,628$1,315,0000.60%
MARTIN & CO INC /TN/ 42,677$2,480,0000.58%
Teamwork Financial Advisors, LLC 42,142$2,449,0000.48%
Independent Family Office, LLC 12,852$747,0000.31%
STERLING INVESTMENT ADVISORS LLC /ADV 5,966$347,0000.21%
CARRET ASSET MANAGEMENT, LLC 28,400$1,650,0000.20%
GRIMES & COMPANY, INC. 71,325$4,145,0000.18%
View complete list of ISHARES TR shareholders