ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 133 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803,552 | +6.1% | 8,239 | -7.6% | 0.18% | +1.7% |
| Q2 2023 | $757,578 | +11.9% | 8,920 | +13.0% | 0.18% | +6.6% |
| Q1 2023 | $677,117 | -2.9% | 7,891 | +5.1% | 0.17% | +1.8% |
| Q4 2022 | $697,441 | +17.6% | 7,511 | +5.4% | 0.16% | +3.1% |
| Q3 2022 | $593,000 | +22.0% | 7,124 | +14.1% | 0.16% | +27.2% |
| Q2 2022 | $486,000 | +43.8% | 6,241 | +55.7% | 0.12% | +56.2% |
| Q1 2022 | $338,000 | – | 4,008 | – | 0.08% | – |
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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% |