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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,469,518 | +7.4% | 26,594 | -3.7% | 0.89% | -2.8% |
| Q3 2022 | $2,299,000 | +4.5% | 27,608 | -2.4% | 0.92% | +1.2% |
| Q2 2022 | $2,201,000 | -10.3% | 28,281 | -2.9% | 0.91% | +15.4% |
| Q1 2022 | $2,455,000 | -71.8% | 29,126 | -80.6% | 0.78% | -73.2% |
| Q3 2021 | $8,709,000 | – | 149,888 | – | 2.93% | – |
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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% |