ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 160 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,007 | +14.8% | 759 | 0.0% | 0.00% | +50.0% |
| Q2 2023 | $64,446 | -2.5% | 759 | -1.4% | 0.00% | -33.3% |
| Q1 2023 | $66,110 | +93012.7% | 770 | +0.7% | 0.00% | -25.0% |
| Q4 2022 | $71 | -99.9% | 765 | +0.8% | 0.00% | 0.0% |
| Q3 2022 | $63,000 | +14.5% | 759 | +6.8% | 0.00% | +100.0% |
| Q2 2022 | $55,000 | -8.3% | 711 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $60,000 | +39.5% | 707 | +0.4% | 0.00% | +100.0% |
| Q4 2021 | $43,000 | -36.8% | 704 | -39.6% | 0.00% | -50.0% |
| Q3 2021 | $68,000 | -21.8% | 1,165 | -23.6% | 0.00% | 0.0% |
| Q2 2021 | $87,000 | +10.1% | 1,524 | -5.9% | 0.00% | 0.0% |
| Q1 2021 | $79,000 | – | 1,620 | – | 0.00% | – |
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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% |