ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 104 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.19 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $33,551 | -79.2% | 344 | -81.9% | 0.01% | -78.9% |
Q2 2023 | $161,367 | -91.8% | 1,900 | -91.7% | 0.06% | -92.5% |
Q1 2023 | $1,957,500 | -70.1% | 22,812 | -67.7% | 0.76% | -71.8% |
Q4 2022 | $6,552,666 | +1666.2% | 70,565 | +1482.2% | 2.70% | +1736.1% |
Q3 2022 | $371,000 | +36.9% | 4,460 | -5.6% | 0.15% | +96.0% |
Q2 2021 | $271,000 | – | 4,725 | – | 0.08% | – |
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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% |