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 | $7,793,961 | +67.3% | 79,913 | +45.7% | 0.01% | +50.0% |
| Q2 2023 | $4,658,206 | -4.8% | 54,840 | -3.8% | 0.01% | -11.1% |
| Q1 2023 | $4,892,934 | -54.0% | 56,998 | -50.2% | 0.01% | -59.1% |
| Q4 2022 | $10,626,003 | +10.9% | 114,424 | -0.6% | 0.02% | 0.0% |
| Q3 2022 | $9,583,000 | +15.8% | 115,074 | +8.4% | 0.02% | +22.2% |
| Q2 2022 | $8,274,000 | +42.0% | 106,159 | +39.1% | 0.02% | +63.6% |
| Q1 2022 | $5,826,000 | +58.8% | 76,309 | +28.2% | 0.01% | +57.1% |
| Q4 2021 | $3,668,000 | +653.2% | 59,501 | +611.3% | 0.01% | +600.0% |
| Q3 2021 | $487,000 | -94.1% | 8,365 | -94.0% | 0.00% | -94.4% |
| Q2 2021 | $8,197,000 | +468.4% | 140,012 | +372.3% | 0.02% | +500.0% |
| Q1 2021 | $1,442,000 | +413.2% | 29,644 | +278.7% | 0.00% | +200.0% |
| Q4 2020 | $281,000 | +4.9% | 7,828 | -21.7% | 0.00% | 0.0% |
| Q3 2020 | $268,000 | -80.1% | 10,001 | -74.9% | 0.00% | -80.0% |
| Q2 2020 | $1,344,000 | +582.2% | 39,859 | +358.9% | 0.01% | +400.0% |
| Q1 2020 | $197,000 | – | 8,685 | – | 0.00% | – |
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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% |