ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 92 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $33,000 | +17.9% | 430 | +30.3% | 0.01% | +40.0% |
| Q1 2022 | $28,000 | +154.5% | 330 | +83.3% | 0.01% | +150.0% |
| Q4 2021 | $11,000 | +10.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +50.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | -16.7% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +50.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -60.0% | 180 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $10,000 | +11.1% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | -10.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 180 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $10,000 | +100.0% | 180 | +80.0% | 0.01% | +66.7% |
| Q4 2018 | $5,000 | -76.2% | 100 | -64.3% | 0.00% | -76.9% |
| Q3 2018 | $21,000 | – | 280 | – | 0.01% | – |
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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% |