ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 83 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.62 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $314,000 | +9.0% | 5,650 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $288,000 | -9.1% | 5,650 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $317,000 | +7.5% | 5,650 | +17.2% | 0.01% | -14.3% |
| Q1 2017 | $295,000 | -75.5% | 4,820 | -73.8% | 0.01% | -77.4% |
| Q4 2016 | $1,203,000 | +154.9% | 18,380 | +139.3% | 0.03% | +158.3% |
| Q3 2016 | $472,000 | -17.3% | 7,680 | -23.7% | 0.01% | -20.0% |
| Q2 2016 | $571,000 | +22.5% | 10,060 | +12.3% | 0.02% | +25.0% |
| Q1 2016 | $466,000 | -1.7% | 8,960 | 0.0% | 0.01% | -7.7% |
| Q4 2015 | $474,000 | -50.7% | 8,960 | -48.3% | 0.01% | -55.2% |
| Q3 2015 | $961,000 | -26.2% | 17,325 | -6.0% | 0.03% | -72.1% |
| Q2 2015 | $1,302,000 | +8.0% | 18,425 | +12.2% | 0.10% | +235.5% |
| Q1 2015 | $1,205,000 | -14.3% | 16,425 | -16.5% | 0.03% | -16.2% |
| Q4 2014 | $1,406,000 | -86.6% | 19,675 | -83.6% | 0.04% | -86.3% |
| Q3 2014 | $10,461,000 | -11.7% | 120,325 | -1.4% | 0.27% | -8.8% |
| Q2 2014 | $11,846,000 | -2.3% | 122,025 | -14.4% | 0.30% | -10.6% |
| Q1 2014 | $12,123,000 | +0.2% | 142,520 | -3.0% | 0.33% | -7.3% |
| Q4 2013 | $12,100,000 | – | 146,985 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 38,843 | $3,333,141 | 3.07% |
| Audent Global Asset Management, LLC | 11,223 | $963,080 | 1.35% |
| Riggs Asset Managment Co. Inc. | 22,812 | $1,957,500 | 0.76% |
| Independent Family Office, LLC | 14,308 | $1,227,771 | 0.71% |
| Wealth Management Partners, LLC | 11,075 | $950,347 | 0.66% |
| VIAWEALTH, LLC | 9,548 | $819,394 | 0.65% |
| Endowment Wealth Management, Inc. | 6,992 | $595,001 | 0.60% |
| MARTIN & CO INC /TN/ | 24,871 | $2,134,183 | 0.55% |
| Teamwork Financial Advisors, LLC | 31,232 | $2,680,062 | 0.50% |
| SAXON INTERESTS, INC. | 8,724 | $748,564 | 0.42% |