ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 174 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $542,000 | – | 7,573 | – | 0.03% | – |
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% |