ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 99 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,060,299 | +12.1% | 21,125 | -2.4% | 0.34% | +12.4% |
| Q2 2023 | $1,838,546 | -31.4% | 21,648 | -30.7% | 0.30% | -39.7% |
| Q1 2023 | $2,680,062 | -8.7% | 31,232 | -1.2% | 0.50% | -16.2% |
| Q4 2022 | $2,936,694 | +12.9% | 31,625 | +1.3% | 0.59% | +5.5% |
| Q3 2022 | $2,600,000 | +15.8% | 31,215 | +8.2% | 0.56% | +14.5% |
| Q2 2022 | $2,245,000 | -19.7% | 28,839 | -13.0% | 0.49% | -6.0% |
| Q1 2022 | $2,797,000 | +7.7% | 33,166 | -21.8% | 0.52% | +9.2% |
| Q4 2021 | $2,598,000 | +6.1% | 42,422 | +0.7% | 0.48% | -1.4% |
| Q3 2021 | $2,449,000 | +29.6% | 42,142 | +27.8% | 0.48% | +25.4% |
| Q2 2021 | $1,889,000 | +39.7% | 32,974 | +18.7% | 0.39% | +21.8% |
| Q1 2021 | $1,352,000 | – | 27,773 | – | 0.32% | – |
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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% |