ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 150 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.51 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,202,325 | +10.9% | 22,581 | -3.4% | 0.03% | +12.0% |
Q2 2023 | $1,985,748 | -1.0% | 23,381 | 0.0% | 0.02% | -7.4% |
Q1 2023 | $2,006,326 | -7.6% | 23,381 | 0.0% | 0.03% | -10.0% |
Q4 2022 | $2,171,160 | +11.1% | 23,381 | -0.4% | 0.03% | +3.4% |
Q3 2022 | $1,955,000 | +6.9% | 23,481 | 0.0% | 0.03% | +11.5% |
Q2 2022 | $1,828,000 | -7.7% | 23,481 | 0.0% | 0.03% | +4.0% |
Q1 2022 | $1,980,000 | +35.4% | 23,481 | -1.7% | 0.02% | +38.9% |
Q4 2021 | $1,462,000 | +5.3% | 23,881 | 0.0% | 0.02% | -5.3% |
Q3 2021 | $1,388,000 | +1.5% | 23,881 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $1,368,000 | +13.0% | 23,881 | -4.0% | 0.02% | +5.6% |
Q1 2021 | $1,211,000 | +35.6% | 24,881 | 0.0% | 0.02% | +20.0% |
Q4 2020 | $893,000 | +35.7% | 24,881 | -0.1% | 0.02% | +25.0% |
Q3 2020 | $658,000 | -21.1% | 24,896 | +0.7% | 0.01% | -29.4% |
Q2 2020 | $834,000 | +119.5% | 24,731 | +48.5% | 0.02% | +112.5% |
Q1 2020 | $380,000 | +89.1% | 16,650 | +512.8% | 0.01% | +60.0% |
Q2 2018 | $201,000 | -1.0% | 2,717 | -15.0% | 0.01% | 0.0% |
Q1 2018 | $203,000 | -1.9% | 3,195 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $207,000 | – | 3,195 | – | 0.01% | – |
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% |