ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 98 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |