ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 86 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.30 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,984 | +14.8% | 246 | 0.0% | 0.02% | +25.0% |
| Q2 2023 | $20,885 | -0.4% | 246 | +0.8% | 0.02% | 0.0% |
| Q1 2023 | $20,965 | -6.7% | 244 | +0.8% | 0.02% | -5.9% |
| Q4 2022 | $22,472 | +12.4% | 242 | +1.3% | 0.02% | 0.0% |
| Q3 2022 | $20,000 | +11.1% | 239 | +1.7% | 0.02% | +21.4% |
| Q2 2022 | $18,000 | -10.0% | 235 | +0.4% | 0.01% | +7.7% |
| Q1 2022 | $20,000 | +42.9% | 234 | +0.9% | 0.01% | +44.4% |
| Q4 2021 | $14,000 | +7.7% | 232 | +0.9% | 0.01% | -10.0% |
| Q3 2021 | $13,000 | 0.0% | 230 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | +18.2% | 228 | +0.4% | 0.01% | +11.1% |
| Q1 2021 | $11,000 | +37.5% | 227 | +0.4% | 0.01% | +28.6% |
| Q4 2020 | $8,000 | +33.3% | 226 | +0.4% | 0.01% | +40.0% |
| Q3 2020 | $6,000 | -14.3% | 225 | +1.8% | 0.01% | -37.5% |
| Q2 2020 | $7,000 | – | 221 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 38,843 | $3,333,141 | 3.07% |
| Audent Global Asset Management, LLC | 11,223 | $963,080 | 1.35% |
| Riggs Asset Managment Co. Inc. | 22,812 | $1,957,500 | 0.76% |
| Independent Family Office, LLC | 14,308 | $1,227,771 | 0.71% |
| Wealth Management Partners, LLC | 11,075 | $950,347 | 0.66% |
| VIAWEALTH, LLC | 9,548 | $819,394 | 0.65% |
| Endowment Wealth Management, Inc. | 6,992 | $595,001 | 0.60% |
| MARTIN & CO INC /TN/ | 24,871 | $2,134,183 | 0.55% |
| Teamwork Financial Advisors, LLC | 31,232 | $2,680,062 | 0.50% |
| SAXON INTERESTS, INC. | 8,724 | $748,564 | 0.42% |