ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 86 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.60 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 ↓ |
|---|---|---|---|
| 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% |