ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 176 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.92 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $413,738 | +38.8% | 4,242 | +20.9% | 0.02% | +45.5% |
| Q2 2023 | $297,984 | -14.7% | 3,508 | -13.8% | 0.01% | -8.3% |
| Q1 2023 | $349,298 | -44.6% | 4,070 | -49.8% | 0.01% | -45.5% |
| Q2 2022 | $631,000 | -25.9% | 8,105 | -19.8% | 0.02% | -15.4% |
| Q1 2022 | $852,000 | +51.1% | 10,102 | +9.6% | 0.03% | +62.5% |
| Q4 2021 | $564,000 | -26.4% | 9,213 | -30.1% | 0.02% | -30.4% |
| Q3 2021 | $766,000 | – | 13,189 | – | 0.02% | – |
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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% |