ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 83 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.62 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 | 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% |