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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $32,617 | -4.4% | 350 | 0.0% | 0.02% | -7.7% |
| Q3 2023 | $34,136 | +14.8% | 350 | 0.0% | 0.03% | +18.2% |
| Q2 2023 | $29,726 | +98986.7% | 350 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $30 | -9.1% | 350 | 0.0% | 0.02% | -8.0% |
| Q4 2022 | $33 | -99.9% | 350 | +16.7% | 0.02% | +25.0% |
| Q3 2022 | $25,000 | +56.2% | 300 | +50.0% | 0.02% | +53.8% |
| Q2 2022 | $16,000 | – | 200 | – | 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% |