ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 151 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,389 | +14.8% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,822 | -1.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,862 | -7.6% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,179 | +4.5% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | +33.3% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | +50.0% | 45 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $2,000 | +100.0% | 45 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -50.0% | 45 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $2,000 | 0.0% | 45 | -33.8% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | 0.0% | 68 | +78.9% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | +100.0% | 38 | +171.4% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | – | 14 | – | 0.00% | – |
Download | ||||||
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% |