ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 93 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.04 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $819,608 | +15.5% | 8,404 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $709,887 | -1.0% | 8,358 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $716,909 | -6.3% | 8,355 | +1.4% | 0.00% | 0.0% |
| Q4 2022 | $764,818 | +18.4% | 8,236 | +6.1% | 0.00% | 0.0% |
| Q3 2022 | $646,000 | +9.5% | 7,761 | +2.5% | 0.00% | 0.0% |
| Q2 2022 | $590,000 | -6.3% | 7,572 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $630,000 | +50.7% | 7,469 | +9.4% | 0.00% | 0.0% |
| Q4 2021 | $418,000 | +5.3% | 6,828 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $397,000 | -6.4% | 6,827 | -7.8% | 0.00% | 0.0% |
| Q2 2021 | $424,000 | +27.3% | 7,404 | +8.2% | 0.00% | 0.0% |
| Q1 2021 | $333,000 | +33.7% | 6,841 | -1.3% | 0.00% | 0.0% |
| Q4 2020 | $249,000 | +6.4% | 6,930 | +0.0% | 0.00% | 0.0% |
| Q2 2020 | $234,000 | +3.1% | 6,927 | -30.2% | 0.00% | 0.0% |
| Q1 2020 | $227,000 | +10.2% | 9,926 | +170.8% | 0.00% | 0.0% |
| Q2 2019 | $206,000 | -20.8% | 3,666 | -18.0% | 0.00% | 0.0% |
| Q1 2019 | $260,000 | -14.5% | 4,473 | +11.7% | 0.00% | 0.0% |
| Q3 2018 | $304,000 | -24.4% | 4,004 | -26.0% | 0.00% | -50.0% |
| Q2 2018 | $402,000 | +91.4% | 5,408 | +51.1% | 0.00% | +100.0% |
| Q3 2017 | $210,000 | +25.0% | 3,578 | +16.2% | 0.00% | 0.0% |
| Q2 2017 | $168,000 | -10.6% | 3,078 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $188,000 | -36.5% | 3,078 | -32.0% | 0.00% | -50.0% |
| Q4 2016 | $296,000 | +7.6% | 4,528 | +1.3% | 0.00% | 0.0% |
| Q3 2016 | $275,000 | +57.1% | 4,472 | +45.3% | 0.00% | +100.0% |
| Q2 2016 | $175,000 | +43.4% | 3,078 | +30.8% | 0.00% | 0.0% |
| Q1 2016 | $122,000 | +18.4% | 2,353 | +20.5% | 0.00% | 0.0% |
| Q4 2015 | $103,000 | -95.6% | 1,953 | -95.3% | 0.00% | -95.0% |
| Q3 2015 | $2,318,000 | +7893.1% | 41,800 | +10350.0% | 0.02% | – |
| Q1 2015 | $29,000 | -98.3% | 400 | -98.3% | 0.00% | -100.0% |
| Q4 2014 | $1,672,000 | +2016.5% | 23,409 | +2475.2% | 0.02% | +1600.0% |
| Q3 2014 | $79,000 | -10.2% | 909 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $88,000 | +46.7% | 909 | +29.9% | 0.00% | 0.0% |
| Q1 2014 | $60,000 | -57.1% | 700 | -58.8% | 0.00% | -50.0% |
| Q4 2013 | $140,000 | 0.0% | 1,700 | -5.6% | 0.00% | -33.3% |
| Q3 2013 | $140,000 | +30.8% | 1,800 | +20.0% | 0.00% | +50.0% |
| Q2 2013 | $107,000 | – | 1,500 | – | 0.00% | – |
Download | ||||||
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% |