ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 150 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.51 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% | – |
Download | ||||||
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% |