ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 58 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 5.46 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,337,000 | -42.7% | 23,853 | -40.5% | 0.08% | -40.9% |
| Q1 2019 | $2,332,000 | +146.0% | 40,091 | +214.5% | 0.13% | +214.3% |
| Q2 2018 | $948,000 | -58.9% | 12,746 | -66.0% | 0.04% | -89.4% |
| Q3 2016 | $2,306,000 | +822.4% | 37,486 | +752.0% | 0.40% | +1100.0% |
| Q2 2016 | $250,000 | -88.3% | 4,400 | -89.3% | 0.03% | -88.9% |
| Q1 2016 | $2,135,000 | +797.1% | 41,069 | +812.0% | 0.30% | +773.5% |
| Q4 2015 | $238,000 | -35.1% | 4,503 | -31.9% | 0.03% | -29.2% |
| Q3 2015 | $367,000 | -82.7% | 6,613 | -72.9% | 0.05% | -78.9% |
| Q3 2014 | $2,124,000 | -44.4% | 24,432 | -37.9% | 0.23% | -54.6% |
| Q2 2014 | $3,819,000 | +239.2% | 39,337 | +187.6% | 0.50% | +342.5% |
| Q4 2013 | $1,126,000 | -29.9% | 13,680 | -39.0% | 0.11% | -26.6% |
| Q2 2013 | $1,607,000 | – | 22,443 | – | 0.15% | – |
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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% |