ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 67 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.54 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $451,000 | +11.1% | 6,890 | +4.2% | 0.02% | +7.1% |
| Q3 2016 | $406,000 | +18.7% | 6,610 | +9.6% | 0.01% | +16.7% |
| Q2 2016 | $342,000 | +4.9% | 6,029 | -3.9% | 0.01% | -14.3% |
| Q1 2016 | $326,000 | -23.8% | 6,276 | -22.4% | 0.01% | -26.3% |
| Q4 2015 | $428,000 | +150.3% | 8,086 | +162.7% | 0.02% | +46.2% |
| Q3 2015 | $171,000 | -45.0% | 3,078 | -30.1% | 0.01% | -40.9% |
| Q2 2015 | $311,000 | -60.9% | 4,404 | -59.4% | 0.02% | -60.7% |
| Q1 2015 | $796,000 | +19.7% | 10,849 | +16.6% | 0.06% | -22.2% |
| Q4 2014 | $665,000 | +70.1% | 9,307 | +107.1% | 0.07% | +53.2% |
| Q3 2014 | $391,000 | -21.0% | 4,493 | -11.9% | 0.05% | -28.8% |
| Q2 2014 | $495,000 | -56.1% | 5,100 | -61.6% | 0.07% | -19.5% |
| Q1 2014 | $1,128,000 | +344.1% | 13,266 | +330.7% | 0.08% | +110.3% |
| Q4 2013 | $254,000 | -55.7% | 3,080 | -58.2% | 0.04% | -61.0% |
| Q3 2013 | $574,000 | +205.3% | 7,366 | +180.4% | 0.10% | +163.2% |
| Q2 2013 | $188,000 | – | 2,627 | – | 0.04% | – |
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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% |