ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 174 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |