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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 149,888 | $8,709,000 | 2.93% |
| EWG Elevate Inc. | 119,167 | $6,925,000 | 2.86% |
| ALTFEST L J & CO INC | 71,752 | $4,169,000 | 0.87% |
| GILL CAPITAL PARTNERS, LLC | 22,628 | $1,315,000 | 0.60% |
| MARTIN & CO INC /TN/ | 42,677 | $2,480,000 | 0.58% |
| Teamwork Financial Advisors, LLC | 42,142 | $2,449,000 | 0.48% |
| Independent Family Office, LLC | 12,852 | $747,000 | 0.31% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 5,966 | $347,000 | 0.21% |
| CARRET ASSET MANAGEMENT, LLC | 28,400 | $1,650,000 | 0.20% |
| GRIMES & COMPANY, INC. | 71,325 | $4,145,000 | 0.18% |