ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 154 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,212,495 | +21.1% | 13,011 | +11.5% | 0.04% | -14.3% |
| Q1 2023 | $1,000,941 | -10.5% | 11,665 | -3.1% | 0.04% | -14.3% |
| Q4 2022 | $1,118,194 | +11.7% | 12,042 | +0.2% | 0.05% | +4.3% |
| Q3 2022 | $1,001,000 | -8.8% | 12,015 | -14.8% | 0.05% | -11.3% |
| Q2 2022 | $1,098,000 | – | 14,110 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STRATEGIC WEALTH MANAGEMENT INC | 24,500 | $1,750,000 | 1.70% |
| Consolidated Investment Group LLC | 36,039 | $2,574,000 | 1.28% |
| MARTIN & CO INC /TN/ | 52,055 | $3,718,000 | 1.18% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 56,190 | $4,014,000 | 0.71% |
| MILLIE CAPITAL MANAGEMENT, LLC | 9,392 | $671,000 | 0.69% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 176,239 | $12,589,000 | 0.51% |
| Karp Capital Management Corp | 9,360 | $669,000 | 0.49% |
| Focused Wealth Management, Inc | 7,859 | $561,000 | 0.40% |
| Alerus Investment Advisors Corp | 29,564 | $2,112,000 | 0.36% |
| CUE ADVISORY SERVICES, INC. | 4,071 | $291,000 | 0.31% |