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 | $88,104 | +29.1% | 903 | +12.5% | 0.00% | +33.3% |
| Q2 2023 | $68,228 | -1.0% | 803 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $68,923 | +539.8% | 803 | +592.2% | 0.00% | +300.0% |
| Q4 2022 | $10,772 | +34.6% | 116 | +9.4% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | +700.0% | 106 | +360.9% | 0.00% | – |
| Q4 2021 | $1,000 | -75.0% | 23 | -69.3% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | – | 75 | – | 0.00% | – |
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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% |