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 | $329,359 | +0.7% | 3,377 | -12.3% | 0.23% | +5.0% |
| Q2 2023 | $327,150 | -3.5% | 3,852 | -2.5% | 0.22% | -7.2% |
| Q1 2023 | $338,995 | -29.6% | 3,951 | -23.8% | 0.24% | -34.4% |
| Q4 2022 | $481,337 | +26.0% | 5,183 | +12.9% | 0.36% | +20.0% |
| Q3 2022 | $382,000 | +37.9% | 4,592 | +29.2% | 0.30% | +53.8% |
| Q2 2022 | $277,000 | – | 3,555 | – | 0.20% | – |
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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% |