ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 133 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.30 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 ↓ |
|---|---|---|---|
| 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% |