ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 86 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $34,000 | -42.4% | 675 | -27.0% | 0.00% | -50.0% |
| Q4 2017 | $59,000 | -76.8% | 925 | -74.0% | 0.00% | -81.8% |
| Q2 2015 | $254,000 | +18.1% | 3,555 | +20.5% | 0.01% | -21.4% |
| Q1 2015 | $215,000 | 0.0% | 2,951 | -1.7% | 0.01% | -12.5% |
| Q4 2014 | $215,000 | -29.5% | 3,002 | -13.9% | 0.02% | -33.3% |
| Q3 2014 | $305,000 | +1.0% | 3,487 | +12.7% | 0.02% | +9.1% |
| Q2 2014 | $302,000 | +13.1% | 3,095 | 0.0% | 0.02% | +10.0% |
| Q1 2014 | $267,000 | +3.9% | 3,095 | -2.0% | 0.02% | -4.8% |
| Q4 2013 | $257,000 | – | 3,158 | – | 0.02% | – |
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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% |