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 2021 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | +100.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -94.7% | 40 | -88.0% | 0.00% | -90.9% |
| Q4 2019 | $19,000 | +11.8% | 334 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $17,000 | -10.5% | 334 | 0.0% | 0.01% | -15.4% |
| Q2 2019 | $19,000 | 0.0% | 334 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $19,000 | +11.8% | 334 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $17,000 | -37.0% | 334 | -5.6% | 0.02% | -21.1% |
| Q3 2018 | $27,000 | +3.8% | 354 | 0.0% | 0.02% | -5.0% |
| Q2 2018 | $26,000 | +13.0% | 354 | 0.0% | 0.02% | +11.1% |
| Q1 2018 | $23,000 | 0.0% | 354 | 0.0% | 0.02% | +12.5% |
| Q4 2017 | $23,000 | – | 354 | – | 0.02% | – |
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% |