ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 87 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 1.86 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,574,000 | -17.9% | 36,039 | 0.0% | 1.28% | -16.3% |
| Q3 2014 | $3,134,000 | -10.4% | 36,039 | 0.0% | 1.54% | -13.8% |
| Q2 2014 | $3,498,000 | +14.1% | 36,039 | 0.0% | 1.78% | +3.4% |
| Q1 2014 | $3,065,000 | +3.3% | 36,039 | 0.0% | 1.72% | -4.4% |
| Q4 2013 | $2,967,000 | +5.7% | 36,039 | 0.0% | 1.80% | -5.6% |
| Q3 2013 | $2,807,000 | +8.8% | 36,039 | 0.0% | 1.91% | -4.9% |
| Q2 2013 | $2,580,000 | – | 36,039 | – | 2.01% | – |
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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% |