ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 92 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293 | -13.8% | 3 | -25.0% | 0.00% | – |
| Q2 2023 | $340 | -98.3% | 4 | -98.3% | 0.00% | – |
| Q1 2023 | $20,080 | -36.8% | 234 | -31.6% | 0.00% | – |
| Q4 2022 | $31,771 | -69.5% | 342 | -72.5% | 0.00% | – |
| Q3 2022 | $104,000 | +2500.0% | 1,244 | +2082.5% | 0.00% | – |
| Q2 2022 | $4,000 | -81.8% | 57 | -78.2% | 0.00% | – |
| Q1 2022 | $22,000 | -38.9% | 262 | -73.9% | 0.00% | – |
| Q4 2020 | $36,000 | – | 1,002 | +100100.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 1 | -97.7% | 0.00% | – |
| Q4 2019 | $2,000 | – | 44 | +4300.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 1 | -99.0% | 0.00% | – |
| Q4 2018 | $5,000 | -70.6% | 97 | -55.9% | 0.00% | – |
| Q3 2018 | $17,000 | – | 220 | – | 0.00% | – |
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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% |