ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 100 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.54 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,899 | -32.0% | 2,470 | -35.3% | 0.00% | 0.0% |
| Q4 2022 | $354,354 | +26.6% | 3,816 | +13.3% | 0.00% | 0.0% |
| Q3 2022 | $280,000 | +17.2% | 3,368 | +9.8% | 0.00% | +100.0% |
| Q2 2022 | $239,000 | -11.2% | 3,068 | -3.7% | 0.00% | 0.0% |
| Q1 2022 | $269,000 | +22.8% | 3,187 | -10.7% | 0.00% | 0.0% |
| Q4 2021 | $219,000 | +5.8% | 3,568 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $207,000 | +1.5% | 3,568 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $204,000 | -35.8% | 3,568 | -62.1% | 0.00% | -50.0% |
| Q2 2020 | $318,000 | -48.6% | 9,418 | 0.0% | 0.00% | -60.0% |
| Q1 2020 | $619,000 | -7.2% | 9,418 | -21.6% | 0.01% | +25.0% |
| Q4 2019 | $667,000 | +11.0% | 12,011 | +1.9% | 0.00% | 0.0% |
| Q3 2019 | $601,000 | -36.3% | 11,787 | -30.0% | 0.00% | -33.3% |
| Q2 2019 | $944,000 | -5.3% | 16,834 | -1.8% | 0.01% | -14.3% |
| Q1 2019 | $997,000 | +47.1% | 17,134 | +30.5% | 0.01% | +40.0% |
| Q4 2018 | $678,000 | -52.5% | 13,134 | -30.1% | 0.01% | -50.0% |
| Q3 2018 | $1,426,000 | -64.4% | 18,777 | -65.1% | 0.01% | -66.7% |
| Q2 2018 | $4,004,000 | +205.4% | 53,876 | +161.3% | 0.03% | +200.0% |
| Q1 2018 | $1,311,000 | +15.5% | 20,620 | +18.8% | 0.01% | +11.1% |
| Q4 2017 | $1,135,000 | +25.3% | 17,363 | +12.6% | 0.01% | +12.5% |
| Q3 2017 | $906,000 | +17.2% | 15,423 | +9.2% | 0.01% | +14.3% |
| Q2 2017 | $773,000 | -5.6% | 14,125 | +5.4% | 0.01% | -12.5% |
| Q1 2017 | $819,000 | +2.9% | 13,405 | +10.2% | 0.01% | 0.0% |
| Q4 2016 | $796,000 | +10.9% | 12,161 | +4.3% | 0.01% | +14.3% |
| Q3 2016 | $718,000 | -0.1% | 11,665 | -7.5% | 0.01% | 0.0% |
| Q2 2016 | $719,000 | +10.8% | 12,610 | +0.9% | 0.01% | 0.0% |
| Q1 2016 | $649,000 | +6.4% | 12,495 | +8.4% | 0.01% | 0.0% |
| Q4 2015 | $610,000 | -19.5% | 11,525 | -15.7% | 0.01% | -22.2% |
| Q3 2015 | $758,000 | -40.6% | 13,675 | -24.3% | 0.01% | -40.0% |
| Q2 2015 | $1,277,000 | -11.6% | 18,065 | -1.5% | 0.02% | -16.7% |
| Q1 2015 | $1,445,000 | -30.4% | 18,346 | -36.9% | 0.02% | +12.5% |
| Q4 2014 | $2,076,000 | +109.9% | 29,054 | +155.4% | 0.02% | -5.9% |
| Q3 2014 | $989,000 | -2.8% | 11,377 | +8.6% | 0.02% | -10.5% |
| Q2 2014 | $1,017,000 | +9.0% | 10,477 | -4.5% | 0.02% | -5.0% |
| Q1 2014 | $933,000 | -2.0% | 10,972 | -5.2% | 0.02% | -37.5% |
| Q4 2013 | $952,000 | -29.5% | 11,569 | -38.7% | 0.03% | -11.1% |
| Q2 2013 | $1,351,000 | – | 18,868 | – | 0.04% | – |
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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% |