ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 67 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.54 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $354,000 | +75.2% | 6,469 | +110.0% | 0.01% | +100.0% |
| Q4 2016 | $202,000 | -70.3% | 3,080 | -76.0% | 0.01% | -58.3% |
| Q4 2015 | $679,000 | +129.4% | 12,830 | +140.2% | 0.01% | +140.0% |
| Q3 2015 | $296,000 | -39.0% | 5,342 | -22.2% | 0.01% | -44.4% |
| Q2 2015 | $485,000 | -21.1% | 6,866 | -18.1% | 0.01% | -30.8% |
| Q1 2015 | $615,000 | -23.5% | 8,384 | -9.4% | 0.01% | -18.8% |
| Q3 2014 | $804,000 | +178.2% | 9,251 | +149.2% | 0.02% | +300.0% |
| Q3 2013 | $289,000 | – | 3,712 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 74,000 | $6,092,000 | 5.63% |
| STRATEGIC WEALTH MANAGEMENT INC | 22,000 | $1,811,000 | 1.83% |
| Consolidated Investment Group LLC | 36,039 | $2,967,000 | 1.80% |
| MARTIN & CO INC /TN/ | 46,675 | $3,842,000 | 1.32% |
| Lombard Odier & Cie (Bahamas) Ltd | 17,000 | $1,399,000 | 0.55% |
| Focused Wealth Management, Inc | 7,560 | $622,000 | 0.52% |
| GeoSphere Capital Management, LLC | 4,250 | $350,000 | 0.50% |
| SMITH HAYES Advisers, Inc | 16,948 | $1,395,000 | 0.46% |
| BANQUE PICTET & CIE SA | 146,985 | $12,100,000 | 0.36% |
| East Coast Asset Management, LLC. | 6,854 | $564,000 | 0.33% |