ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 174 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,167 | +15.4% | 2,909 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $247,061 | -1.0% | 2,909 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $249,622 | -7.6% | 2,909 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $270,130 | +11.6% | 2,909 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $242,000 | +7.1% | 2,909 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $226,000 | -7.8% | 2,909 | 0.0% | 0.01% | -30.0% |
| Q1 2022 | $245,000 | -71.2% | 2,909 | -79.1% | 0.02% | -63.6% |
| Q4 2021 | $852,000 | +5.4% | 13,909 | 0.0% | 0.06% | -9.8% |
| Q3 2021 | $808,000 | +1.4% | 13,909 | 0.0% | 0.06% | -12.9% |
| Q2 2021 | $797,000 | +17.7% | 13,909 | 0.0% | 0.07% | -4.1% |
| Q1 2021 | $677,000 | +35.7% | 13,909 | 0.0% | 0.07% | +15.9% |
| Q4 2020 | $499,000 | +23.5% | 13,909 | 0.0% | 0.06% | -19.2% |
| Q3 2020 | $404,000 | -13.9% | 13,909 | 0.0% | 0.08% | -10.3% |
| Q2 2020 | $469,000 | – | 13,909 | – | 0.09% | – |
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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% |