ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 83 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.62 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $75,000 | +63.0% | 1,340 | +50.4% | 0.01% | -20.0% |
| Q4 2018 | $46,000 | -79.6% | 891 | -76.9% | 0.01% | -84.1% |
| Q3 2017 | $225,000 | -99.9% | 3,854 | +15.6% | 0.06% | +43.2% |
| Q2 2017 | $182,000,000 | -2.7% | 3,333 | +4.1% | 0.04% | -15.4% |
| Q1 2017 | $187,000,000 | -24.3% | 3,203 | -15.2% | 0.05% | +20.9% |
| Q4 2016 | $247,000,000 | +95636.4% | 3,779 | -9.9% | 0.04% | -8.5% |
| Q3 2016 | $258,000 | +12.7% | 4,192 | +3.7% | 0.05% | -35.6% |
| Q2 2016 | $229,000 | +9.0% | 4,044 | 0.0% | 0.07% | -1.4% |
| Q1 2016 | $210,000 | +0.5% | 4,044 | +2.1% | 0.07% | -5.1% |
| Q4 2015 | $209,000 | -24.0% | 3,962 | -20.1% | 0.08% | -20.4% |
| Q3 2015 | $275,000 | -23.6% | 4,961 | -2.8% | 0.10% | -21.0% |
| Q2 2015 | $360,000 | -10.0% | 5,104 | -6.5% | 0.12% | -3.1% |
| Q1 2015 | $400,000 | +3.9% | 5,458 | +1.4% | 0.13% | 0.0% |
| Q4 2014 | $385,000 | -24.2% | 5,385 | -7.9% | 0.13% | +26.7% |
| Q3 2014 | $508,000 | – | 5,845 | – | 0.10% | – |
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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% |