ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 176 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.92 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $229,500 | +85.0% | 2,353 | +61.1% | 0.01% | +100.0% |
Q2 2023 | $124,083 | -29.6% | 1,461 | -28.9% | 0.00% | -33.3% |
Q1 2023 | $176,378 | -76.9% | 2,055 | -75.0% | 0.01% | -81.8% |
Q4 2022 | $762,703 | -3.6% | 8,213 | -13.5% | 0.03% | -8.3% |
Q3 2022 | $791,000 | +27.0% | 9,498 | +18.7% | 0.04% | +24.1% |
Q2 2022 | $623,000 | +67.9% | 7,999 | +84.1% | 0.03% | +93.3% |
Q1 2022 | $371,000 | +18450.0% | 4,346 | +12682.4% | 0.02% | – |
Q3 2019 | $2,000 | -80.0% | 34 | -82.6% | 0.00% | -100.0% |
Q4 2018 | $10,000 | -33.3% | 195 | 0.0% | 0.00% | -50.0% |
Q3 2018 | $15,000 | +7.1% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $14,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $12,000 | -7.7% | 195 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $13,000 | +8.3% | 195 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $12,000 | +9.1% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $11,000 | -50.0% | 195 | -50.0% | 0.00% | 0.0% |
Q1 2017 | $22,000 | +69.2% | 390 | +100.0% | 0.00% | -33.3% |
Q4 2016 | $13,000 | – | 195 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
COTTONWOOD CAPITAL ADVISORS, LLC | 38,843 | $3,333,141 | 3.07% |
Audent Global Asset Management, LLC | 11,223 | $963,080 | 1.35% |
Riggs Asset Managment Co. Inc. | 22,812 | $1,957,500 | 0.76% |
Independent Family Office, LLC | 14,308 | $1,227,771 | 0.71% |
Wealth Management Partners, LLC | 11,075 | $950,347 | 0.66% |
VIAWEALTH, LLC | 9,548 | $819,394 | 0.65% |
Endowment Wealth Management, Inc. | 6,992 | $595,001 | 0.60% |
MARTIN & CO INC /TN/ | 24,871 | $2,134,183 | 0.55% |
Teamwork Financial Advisors, LLC | 31,232 | $2,680,062 | 0.50% |
SAXON INTERESTS, INC. | 8,724 | $748,564 | 0.42% |