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 | $1,552,775 | +62.0% | 15,921 | -34.3% | 0.00% | +33.3% |
| Q2 2023 | $958,420 | +0.5% | 24,227 | +118.0% | 0.00% | -25.0% |
| Q1 2023 | $953,693 | -59.2% | 11,114 | -55.9% | 0.00% | -69.2% |
| Q4 2022 | $2,339,422 | +7.5% | 25,193 | -3.6% | 0.01% | 0.0% |
| Q3 2022 | $2,177,000 | -37.7% | 26,145 | -41.8% | 0.01% | -50.0% |
| Q2 2022 | $3,495,000 | +3503.1% | 44,888 | +3820.3% | 0.03% | +2500.0% |
| Q1 2022 | $97,000 | -95.1% | 1,145 | -96.5% | 0.00% | -93.3% |
| Q4 2021 | $1,983,000 | +37.2% | 32,382 | +30.3% | 0.02% | -16.7% |
| Q3 2021 | $1,445,000 | -32.6% | 24,861 | -58.4% | 0.02% | -40.0% |
| Q4 2020 | $2,144,000 | -52.3% | 59,751 | -64.9% | 0.03% | -53.1% |
| Q3 2020 | $4,496,000 | +45.2% | 170,051 | +85.2% | 0.06% | +42.2% |
| Q2 2020 | $3,096,000 | +359.3% | 91,813 | +211.1% | 0.04% | +60.7% |
| Q1 2020 | $674,000 | -80.2% | 29,512 | -51.8% | 0.03% | -73.8% |
| Q4 2019 | $3,398,000 | – | 61,188 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 149,888 | $8,709,000 | 2.93% |
| EWG Elevate Inc. | 119,167 | $6,925,000 | 2.86% |
| ALTFEST L J & CO INC | 71,752 | $4,169,000 | 0.87% |
| GILL CAPITAL PARTNERS, LLC | 22,628 | $1,315,000 | 0.60% |
| MARTIN & CO INC /TN/ | 42,677 | $2,480,000 | 0.58% |
| Teamwork Financial Advisors, LLC | 42,142 | $2,449,000 | 0.48% |
| Independent Family Office, LLC | 12,852 | $747,000 | 0.31% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 5,966 | $347,000 | 0.21% |
| CARRET ASSET MANAGEMENT, LLC | 28,400 | $1,650,000 | 0.20% |
| GRIMES & COMPANY, INC. | 71,325 | $4,145,000 | 0.18% |