ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 92 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,228 | +14.8% | 197 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $16,744 | -0.4% | 197 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $16,808 | -6.7% | 196 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $18,022 | +12.6% | 194 | +2.6% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | +6.7% | 189 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -6.2% | 189 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | +45.5% | 188 | +0.5% | 0.00% | +100.0% |
| Q4 2021 | $11,000 | 0.0% | 187 | +2.2% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | +10.0% | 183 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 183 | +1.1% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +28.6% | 181 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +40.0% | 181 | +0.6% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | -16.7% | 180 | +1.7% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +50.0% | 177 | +1.7% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -60.0% | 174 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $10,000 | +11.1% | 174 | +1.2% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | -10.0% | 172 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 172 | +0.6% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 171 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -47.1% | 171 | -21.9% | 0.00% | -33.3% |
| Q3 2018 | $17,000 | +6.2% | 219 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | +14.3% | 219 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | 0.0% | 219 | +0.5% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | +7.7% | 218 | +0.5% | 0.00% | +50.0% |
| Q3 2017 | $13,000 | +8.3% | 217 | +0.5% | 0.00% | 0.0% |
| Q2 2017 | $12,000 | -7.7% | 216 | 0.0% | 0.00% | -33.3% |
| Q1 2017 | $13,000 | -7.1% | 216 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $14,000 | +7.7% | 216 | +0.5% | 0.00% | 0.0% |
| Q3 2016 | $13,000 | +8.3% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $12,000 | +9.1% | 215 | +0.5% | 0.00% | +50.0% |
| Q1 2016 | $11,000 | 0.0% | 214 | +0.5% | 0.00% | -33.3% |
| Q4 2015 | $11,000 | -8.3% | 213 | +0.9% | 0.00% | 0.0% |
| Q3 2015 | $12,000 | -20.0% | 211 | +0.5% | 0.00% | 0.0% |
| Q2 2015 | $15,000 | -50.0% | 210 | -49.3% | 0.00% | -57.1% |
| Q1 2015 | $30,000 | +3.4% | 414 | +0.2% | 0.01% | 0.0% |
| Q4 2014 | $29,000 | -19.4% | 413 | +0.5% | 0.01% | -12.5% |
| Q3 2014 | $36,000 | – | 411 | – | 0.01% | – |
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% |