ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 99 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,840 | +14.8% | 2,900 | 0.0% | 0.05% | +6.0% |
| Q2 2023 | $246,300 | +164.8% | 2,900 | +81.2% | 0.05% | +2.0% |
| Q3 2021 | $93,000 | +1.1% | 1,600 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $92,000 | +17.9% | 1,600 | 0.0% | 0.05% | +13.6% |
| Q1 2021 | $78,000 | +36.8% | 1,600 | 0.0% | 0.04% | +15.8% |
| Q4 2020 | $57,000 | +96.6% | 1,600 | +45.5% | 0.04% | +58.3% |
| Q3 2020 | $29,000 | -21.6% | 1,100 | 0.0% | 0.02% | -27.3% |
| Q2 2020 | $37,000 | – | 1,100 | – | 0.03% | – |
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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% |