ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 75 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,471,508 | +10.8% | 25,341 | -3.5% | 0.34% | +16.2% |
| Q2 2023 | $2,229,922 | -1.6% | 26,256 | -0.6% | 0.30% | -6.0% |
| Q1 2023 | $2,267,000 | +91793.0% | 26,416 | -0.6% | 0.32% | -7.6% |
| Q4 2022 | $2,467 | -99.9% | 26,566 | -1.7% | 0.34% | +1.5% |
| Q3 2022 | $2,250,000 | +4.2% | 27,015 | -2.6% | 0.34% | +12.0% |
| Q2 2022 | $2,160,000 | -9.3% | 27,740 | -1.8% | 0.30% | +9.9% |
| Q1 2022 | $2,382,000 | +37.5% | 28,245 | -0.2% | 0.27% | +42.2% |
| Q4 2021 | $1,732,000 | +5.0% | 28,290 | -0.4% | 0.19% | -2.5% |
| Q3 2021 | $1,650,000 | -4.2% | 28,400 | -5.5% | 0.20% | -2.5% |
| Q2 2021 | $1,722,000 | +13.3% | 30,050 | -3.8% | 0.20% | +6.9% |
| Q1 2021 | $1,520,000 | +33.7% | 31,230 | -1.5% | 0.19% | +23.5% |
| Q4 2020 | $1,137,000 | +151.0% | 31,690 | +84.9% | 0.15% | +125.0% |
| Q3 2020 | $453,000 | – | 17,140 | – | 0.07% | – |
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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% |