ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 165 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,925 | +14.8% | 18 | 0.0% | 0.00% | – |
| Q4 2023 | $1,677 | -4.5% | 18 | 0.0% | 0.00% | – |
| Q3 2023 | $1,756 | +14.8% | 18 | 0.0% | 0.00% | – |
| Q2 2023 | $1,529 | -1.0% | 18 | 0.0% | 0.00% | – |
| Q1 2023 | $1,545 | -88.5% | 18 | -87.6% | 0.00% | – |
| Q4 2022 | $13,465 | +12.2% | 145 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | +9.1% | 145 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 145 | -1.4% | 0.00% | – |
| Q1 2022 | $12,000 | +33.3% | 147 | 0.0% | 0.00% | – |
| Q4 2021 | $9,000 | +800.0% | 147 | +635.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -85.7% | 20 | -90.0% | 0.00% | – |
| Q2 2020 | $7,000 | +40.0% | 200 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | -54.5% | 200 | 0.0% | 0.00% | – |
| Q4 2019 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | – |
| Q3 2019 | $10,000 | -71.4% | 200 | -68.4% | 0.00% | – |
| Q2 2019 | $35,000 | -7.9% | 632 | -4.0% | 0.00% | – |
| Q1 2019 | $38,000 | +18.8% | 658 | +7.0% | 0.00% | – |
| Q4 2018 | $32,000 | -31.9% | 615 | 0.0% | 0.00% | – |
| Q3 2018 | $47,000 | +51.6% | 615 | +48.2% | 0.00% | – |
| Q2 2018 | $31,000 | +19.2% | 415 | 0.0% | 0.00% | – |
| Q1 2018 | $26,000 | -3.7% | 415 | 0.0% | 0.00% | – |
| Q4 2017 | $27,000 | +12.5% | 415 | 0.0% | 0.00% | – |
| Q3 2017 | $24,000 | – | 415 | +13733.3% | 0.00% | – |
| Q2 2017 | $0 | -100.0% | 3 | -99.9% | 0.00% | -100.0% |
| Q1 2017 | $217,000 | +4240.0% | 3,556 | +3456.0% | 0.00% | – |
| Q4 2015 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | – |
| Q3 2015 | $6,000 | -14.3% | 100 | 0.0% | 0.00% | – |
| Q2 2015 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2015 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2014 | $7,000 | -22.2% | 100 | 0.0% | 0.00% | – |
| Q3 2014 | $9,000 | -10.0% | 100 | 0.0% | 0.00% | – |
| Q2 2014 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | – |
| Q1 2014 | $9,000 | -97.3% | 100 | -97.6% | 0.00% | -100.0% |
| Q4 2013 | $338,000 | +6.0% | 4,100 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $319,000 | +8.5% | 4,100 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $294,000 | – | 4,100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STRATEGIC WEALTH MANAGEMENT INC | 24,500 | $1,750,000 | 1.70% |
| Consolidated Investment Group LLC | 36,039 | $2,574,000 | 1.28% |
| MARTIN & CO INC /TN/ | 52,055 | $3,718,000 | 1.18% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 56,190 | $4,014,000 | 0.71% |
| MILLIE CAPITAL MANAGEMENT, LLC | 9,392 | $671,000 | 0.69% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 176,239 | $12,589,000 | 0.51% |
| Karp Capital Management Corp | 9,360 | $669,000 | 0.49% |
| Focused Wealth Management, Inc | 7,859 | $561,000 | 0.40% |
| Alerus Investment Advisors Corp | 29,564 | $2,112,000 | 0.36% |
| CUE ADVISORY SERVICES, INC. | 4,071 | $291,000 | 0.31% |