ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 86 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.57 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,086 | +18.4% | 2,718 | +3.1% | 0.01% | +16.7% |
| Q2 2023 | $223,960 | +16.4% | 2,637 | +17.6% | 0.01% | +20.0% |
| Q1 2023 | $192,472 | +104504.3% | 2,243 | +13.7% | 0.01% | 0.0% |
| Q4 2022 | $184 | -99.7% | 1,973 | +164.1% | 0.01% | +150.0% |
| Q3 2022 | $62,000 | +3000.0% | 747 | +2888.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | +100.0% | 25 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -99.9% | 25 | -99.9% | 0.00% | -100.0% |
| Q1 2020 | $803,000 | -58.8% | 35,149 | 0.0% | 0.04% | -49.3% |
| Q4 2019 | $1,951,000 | +8.9% | 35,149 | 0.0% | 0.07% | -6.4% |
| Q3 2019 | $1,792,000 | -9.0% | 35,149 | 0.0% | 0.08% | -11.4% |
| Q2 2019 | $1,970,000 | -3.7% | 35,149 | 0.0% | 0.09% | -5.4% |
| Q1 2019 | $2,045,000 | -1.2% | 35,149 | -12.3% | 0.09% | -6.1% |
| Q4 2018 | $2,069,000 | – | 40,075 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MORGAN JESS S & CO INC | 38,984 | $3,035,000 | 3.15% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 36,752 | $2,861,000 | 2.59% |
| SPC Financial, Inc. | 238,539 | $18,570,000 | 2.29% |
| Cadent Capital Advisors, LLC | 48,088 | $3,744,000 | 2.12% |
| Audent Global Asset Management, LLC | 19,234 | $1,497,000 | 1.03% |
| Telemetry Investments, L.L.C. | 10,000 | $778,000 | 0.92% |
| MinichMacGregor Wealth Management, LLC | 28,281 | $2,201,000 | 0.91% |
| Meadow Creek Wealth Advisors LLC | 7,215 | $562,000 | 0.69% |
| Endowment Wealth Management, Inc. | 6,867 | $535,000 | 0.64% |
| Well Done, LLC | 36,571 | $2,847,000 | 0.63% |