ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 75 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $41,840 | -63.3% | 474 | -63.1% | 0.02% | -69.0% |
| Q3 2022 | $114,000 | +62.9% | 1,285 | +43.1% | 0.06% | +222.2% |
| Q2 2022 | $70,000 | +112.1% | 898 | +131.4% | 0.02% | +500.0% |
| Q1 2022 | $33,000 | -8.3% | 388 | -31.7% | 0.00% | 0.0% |
| Q4 2021 | $36,000 | -55.6% | 568 | -58.8% | 0.00% | -62.5% |
| Q2 2021 | $81,000 | +26.6% | 1,380 | +10.0% | 0.01% | -11.1% |
| Q1 2021 | $64,000 | +236.8% | 1,255 | +404.0% | 0.01% | 0.0% |
| Q3 2018 | $19,000 | -71.2% | 249 | -75.5% | 0.01% | -73.5% |
| Q4 2016 | $66,000 | -100.0% | 1,015 | -92.9% | 0.03% | -95.1% |
| Q2 2014 | $1,380,865,000 | +119.3% | 14,224 | +92.2% | 0.70% | +143.2% |
| Q1 2014 | $629,529,000 | – | 7,401 | – | 0.29% | – |
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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% |