ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 93 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.04 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,773 | +13.7% | 1,023 | 0.0% | 0.00% | – |
| Q2 2023 | $87,783 | 0.0% | 1,023 | 0.0% | 0.00% | – |
| Q1 2023 | $87,783 | -7.6% | 1,023 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $94,995 | +111.1% | 1,023 | +86.7% | 0.00% | – |
| Q3 2022 | $45,000 | +1400.0% | 548 | +459.2% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 98 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -33.3% | 98 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | -99.9% | 98 | -99.9% | 0.00% | -100.0% |
| Q1 2020 | $4,733,000 | 0.0% | 85,240 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $4,733,000 | +12035.9% | 85,240 | +12528.1% | 0.02% | – |
| Q1 2019 | $39,000 | -79.4% | 675 | -81.7% | 0.00% | -100.0% |
| Q4 2018 | $189,000 | +721.7% | 3,685 | +909.6% | 0.00% | – |
| Q1 2018 | $23,000 | 0.0% | 365 | 0.0% | 0.00% | – |
| Q4 2017 | $23,000 | +9.5% | 365 | 0.0% | 0.00% | – |
| Q3 2017 | $21,000 | -43.2% | 365 | -40.7% | 0.00% | – |
| Q2 2017 | $37,000 | 0.0% | 615 | 0.0% | 0.00% | – |
| Q1 2017 | $37,000 | -7.5% | 615 | 0.0% | 0.00% | – |
| Q4 2016 | $40,000 | +48.1% | 615 | +36.7% | 0.00% | – |
| Q3 2016 | $27,000 | +8.0% | 450 | 0.0% | 0.00% | – |
| Q2 2016 | $25,000 | +8.7% | 450 | 0.0% | 0.00% | – |
| Q1 2016 | $23,000 | 0.0% | 450 | 0.0% | 0.00% | – |
| Q4 2015 | $23,000 | -4.2% | 450 | 0.0% | 0.00% | – |
| Q3 2015 | $24,000 | -22.6% | 450 | 0.0% | 0.00% | – |
| Q2 2015 | $31,000 | +24.0% | 450 | +28.6% | 0.00% | – |
| Q1 2015 | $25,000 | – | 350 | – | 0.00% | – |
Download | ||||||
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% |