ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 160 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.53 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 ↓ |
|---|---|---|---|
| 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% |