ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 176 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.92 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 ↓ |
|---|---|---|---|
| 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% |