ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 98 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $437,000 | -0.5% | 7,988 | +5.9% | 0.12% | -11.5% |
| Q1 2019 | $439,000 | -22.8% | 7,541 | -31.5% | 0.13% | -30.7% |
| Q4 2018 | $569,000 | -17.2% | 11,015 | +21.7% | 0.19% | -0.5% |
| Q3 2018 | $687,000 | -4.7% | 9,051 | -6.7% | 0.19% | -14.0% |
| Q2 2018 | $721,000 | +4.6% | 9,698 | -10.6% | 0.22% | +3.3% |
| Q1 2018 | $689,000 | – | 10,844 | – | 0.21% | – |
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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% |