ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 74 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.00 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $522,050 | -7.0% | 5,602 | -2.7% | 0.22% | -11.3% |
| Q3 2023 | $561,480 | +14.8% | 5,757 | 0.0% | 0.25% | +20.4% |
| Q2 2023 | $488,942 | -1.0% | 5,757 | 0.0% | 0.21% | -6.8% |
| Q1 2023 | $494,009 | -16.6% | 5,757 | -9.7% | 0.22% | -20.8% |
| Q4 2022 | $592,261 | +1.9% | 6,378 | -8.6% | 0.28% | -8.2% |
| Q3 2022 | $581,000 | -21.9% | 6,979 | -20.9% | 0.30% | -7.0% |
| Q2 2022 | $744,000 | 0.0% | 8,825 | 0.0% | 0.33% | 0.0% |
| Q1 2022 | $744,000 | -0.5% | 8,825 | -27.7% | 0.33% | -0.9% |
| Q4 2021 | $748,000 | -43.1% | 12,209 | -46.0% | 0.33% | -44.6% |
| Q3 2021 | $1,315,000 | -15.2% | 22,628 | -16.4% | 0.60% | -17.9% |
| Q2 2021 | $1,550,000 | +5.6% | 27,054 | -10.3% | 0.73% | -2.9% |
| Q1 2021 | $1,468,000 | +19.3% | 30,158 | -12.1% | 0.75% | +2.0% |
| Q4 2020 | $1,230,000 | +30.2% | 34,302 | -4.1% | 0.73% | +20.2% |
| Q3 2020 | $945,000 | -21.6% | 35,752 | 0.0% | 0.61% | -24.9% |
| Q2 2020 | $1,206,000 | +49.4% | 35,752 | +1.1% | 0.81% | +39.0% |
| Q1 2020 | $807,000 | -59.0% | 35,349 | 0.0% | 0.58% | -57.6% |
| Q4 2018 | $1,969,000 | – | 35,349 | – | 1.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MORGAN JESS S & CO INC | 38,984 | $3,035,000 | 3.15% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 36,752 | $2,861,000 | 2.59% |
| SPC Financial, Inc. | 238,539 | $18,570,000 | 2.29% |
| Cadent Capital Advisors, LLC | 48,088 | $3,744,000 | 2.12% |
| Audent Global Asset Management, LLC | 19,234 | $1,497,000 | 1.03% |
| Telemetry Investments, L.L.C. | 10,000 | $778,000 | 0.92% |
| MinichMacGregor Wealth Management, LLC | 28,281 | $2,201,000 | 0.91% |
| Meadow Creek Wealth Advisors LLC | 7,215 | $562,000 | 0.69% |
| Endowment Wealth Management, Inc. | 6,867 | $535,000 | 0.64% |
| Well Done, LLC | 36,571 | $2,847,000 | 0.63% |