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 | $2,060,865 | +37.2% | 21,130 | +19.5% | 0.03% | +4.0% |
| Q2 2023 | $1,501,729 | +39.2% | 17,681 | +40.6% | 0.02% | +38.9% |
| Q1 2023 | $1,078,799 | -13.0% | 12,571 | -5.9% | 0.02% | -25.0% |
| Q4 2022 | $1,240,109 | +24.9% | 13,354 | +12.0% | 0.02% | +9.1% |
| Q3 2022 | $993,000 | +105.6% | 11,925 | +92.0% | 0.02% | +120.0% |
| Q2 2022 | $483,000 | +120.5% | 6,211 | +138.7% | 0.01% | +233.3% |
| Q1 2022 | $219,000 | – | 2,602 | – | 0.00% | – |
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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% |