ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 59 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 1.19 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $206,000 | 0.0% | 3,171 | -9.6% | 0.06% | +3.7% |
| Q3 2017 | $206,000 | -12.3% | 3,507 | -18.3% | 0.05% | -15.6% |
| Q2 2017 | $235,000 | -12.0% | 4,292 | -1.7% | 0.06% | -12.3% |
| Q1 2017 | $267,000 | -7.3% | 4,367 | -0.6% | 0.07% | -15.1% |
| Q4 2016 | $288,000 | +6.7% | 4,394 | 0.0% | 0.09% | -38.6% |
| Q3 2016 | $270,000 | -4.3% | 4,394 | -11.6% | 0.14% | -9.1% |
| Q2 2016 | $282,000 | +5.6% | 4,969 | -3.2% | 0.15% | +9.2% |
| Q1 2016 | $267,000 | -9.2% | 5,131 | -7.6% | 0.14% | -12.4% |
| Q4 2015 | $294,000 | -16.0% | 5,551 | -12.1% | 0.16% | -26.1% |
| Q3 2015 | $350,000 | -24.9% | 6,312 | -4.3% | 0.22% | -12.1% |
| Q2 2015 | $466,000 | -4.1% | 6,597 | -0.4% | 0.25% | -3.9% |
| Q1 2015 | $486,000 | +6.1% | 6,624 | +3.3% | 0.26% | +2.8% |
| Q4 2014 | $458,000 | -17.0% | 6,415 | +1.0% | 0.25% | -20.3% |
| Q3 2014 | $552,000 | -15.7% | 6,354 | -5.8% | 0.32% | -12.7% |
| Q2 2014 | $655,000 | +12.9% | 6,744 | -1.0% | 0.36% | +7.1% |
| Q1 2014 | $580,000 | +2.8% | 6,813 | -0.6% | 0.34% | +2.4% |
| Q4 2013 | $564,000 | +1.3% | 6,854 | -4.1% | 0.33% | -9.9% |
| Q3 2013 | $557,000 | -12.7% | 7,149 | -19.8% | 0.36% | +5.5% |
| Q2 2013 | $638,000 | -8.7% | 8,910 | -6.5% | 0.35% | -21.9% |
| Q1 2013 | $699,000 | +17.5% | 9,529 | +1.8% | 0.44% | +3.0% |
| Q4 2012 | $595,000 | – | 9,364 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STRATEGIC WEALTH MANAGEMENT INC | 24,500 | $1,750,000 | 1.70% |
| Consolidated Investment Group LLC | 36,039 | $2,574,000 | 1.28% |
| MARTIN & CO INC /TN/ | 52,055 | $3,718,000 | 1.18% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 56,190 | $4,014,000 | 0.71% |
| MILLIE CAPITAL MANAGEMENT, LLC | 9,392 | $671,000 | 0.69% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 176,239 | $12,589,000 | 0.51% |
| Karp Capital Management Corp | 9,360 | $669,000 | 0.49% |
| Focused Wealth Management, Inc | 7,859 | $561,000 | 0.40% |
| Alerus Investment Advisors Corp | 29,564 | $2,112,000 | 0.36% |
| CUE ADVISORY SERVICES, INC. | 4,071 | $291,000 | 0.31% |