ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 88 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $645,000 | +184.1% | 12,177 | +279.1% | 0.02% | +166.7% |
| Q2 2015 | $227,000 | -3.8% | 3,212 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $236,000 | -3.7% | 3,212 | -6.2% | 0.01% | -14.3% |
| Q4 2014 | $245,000 | -23.4% | 3,425 | -6.8% | 0.01% | -22.2% |
| Q3 2014 | $320,000 | -10.4% | 3,675 | 0.0% | 0.01% | -10.0% |
| Q2 2014 | $357,000 | +0.6% | 3,675 | -12.0% | 0.01% | -9.1% |
| Q1 2014 | $355,000 | +3.2% | 4,175 | 0.0% | 0.01% | +10.0% |
| Q4 2013 | $344,000 | +0.9% | 4,175 | -4.6% | 0.01% | -16.7% |
| Q3 2013 | $341,000 | +0.3% | 4,375 | -7.9% | 0.01% | -7.7% |
| Q2 2013 | $340,000 | – | 4,750 | – | 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% |