ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 97 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $495,047 | -11.2% | 5,050 | -22.3% | 0.08% | -29.8% |
| Q1 2023 | $557,766 | -86.1% | 6,500 | -86.0% | 0.12% | -97.9% |
| Q3 2014 | $4,026,000 | -26.3% | 46,300 | -17.8% | 5.71% | -7.6% |
| Q2 2014 | $5,464,000 | +14.1% | 56,300 | 0.0% | 6.18% | +15.6% |
| Q1 2014 | $4,789,000 | -21.4% | 56,300 | -23.9% | 5.35% | -5.1% |
| Q4 2013 | $6,092,000 | – | 74,000 | – | 5.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 32,640 | $3,183,331 | 2.98% |
| Granite Bay Wealth Management, LLC | 2,136,954 | $203,033 | 1.99% |
| Audent Global Asset Management, LLC | 16,370 | $1,596,518 | 1.15% |
| Independent Family Office, LLC | 16,902 | $1,648,452 | 1.03% |
| PCG Wealth Advisors, LLC | 15,757 | $1,536,804 | 1.01% |
| Alhambra Investment Management LLC | 13,882 | $1,353,911 | 0.89% |
| VIAWEALTH, LLC | 12,358 | $1,205,297 | 0.88% |
| Amica Retiree Medical Trust | 6,811 | $664 | 0.78% |
| Columbus Macro, LLC | 17,609 | $1,719,470 | 0.72% |
| Wealth Management Partners, LLC | 11,865 | $1,157,193 | 0.72% |