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 2018 | $391,000 | +4.5% | 5,150 | +2.4% | 0.24% | +3.1% |
| Q2 2018 | $374,000 | +16.9% | 5,030 | 0.0% | 0.23% | +8.1% |
| Q1 2018 | $320,000 | -41.8% | 5,030 | -22.2% | 0.21% | -41.6% |
| Q4 2017 | $550,000 | +29.1% | 6,465 | -10.9% | 0.36% | +22.0% |
| Q3 2017 | $426,000 | +46.4% | 7,255 | +78.2% | 0.30% | -3.3% |
| Q4 2014 | $291,000 | – | 4,071 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MORGAN JESS S & CO INC | 38,984 | $3,035,000 | 3.15% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 36,752 | $2,861,000 | 2.59% |
| SPC Financial, Inc. | 238,539 | $18,570,000 | 2.29% |
| Cadent Capital Advisors, LLC | 48,088 | $3,744,000 | 2.12% |
| Audent Global Asset Management, LLC | 19,234 | $1,497,000 | 1.03% |
| Telemetry Investments, L.L.C. | 10,000 | $778,000 | 0.92% |
| MinichMacGregor Wealth Management, LLC | 28,281 | $2,201,000 | 0.91% |
| Meadow Creek Wealth Advisors LLC | 7,215 | $562,000 | 0.69% |
| Endowment Wealth Management, Inc. | 6,867 | $535,000 | 0.64% |
| Well Done, LLC | 36,571 | $2,847,000 | 0.63% |