ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 93 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.04 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $179,870 | +1.6% | 1,937 | -9.0% | 0.00% | – |
| Q3 2022 | $177,000 | -48.8% | 2,129 | -52.0% | 0.00% | – |
| Q2 2022 | $346,000 | -66.7% | 4,439 | -64.0% | 0.00% | -100.0% |
| Q1 2022 | $1,040,000 | +205.0% | 12,332 | +107.2% | 0.00% | – |
| Q2 2021 | $341,000 | -60.0% | 5,953 | -66.0% | 0.00% | – |
| Q1 2021 | $852,000 | +16.2% | 17,511 | +40.3% | 0.00% | -100.0% |
| Q3 2017 | $733,000 | +7.3% | 12,482 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $683,000 | -78.8% | 12,482 | -76.3% | 0.00% | -66.7% |
| Q1 2017 | $3,220,000 | +150.0% | 52,676 | +167.7% | 0.00% | +200.0% |
| Q4 2016 | $1,288,000 | +1.9% | 19,675 | -4.2% | 0.00% | 0.0% |
| Q3 2016 | $1,264,000 | -76.5% | 20,543 | -78.3% | 0.00% | -83.3% |
| Q2 2016 | $5,368,000 | +210.1% | 94,639 | +184.1% | 0.01% | +200.0% |
| Q1 2016 | $1,731,000 | -12.8% | 33,307 | -7.0% | 0.00% | 0.0% |
| Q3 2015 | $1,985,000 | -35.9% | 35,799 | -18.2% | 0.00% | -33.3% |
| Q2 2015 | $3,095,000 | -59.8% | 43,781 | -58.3% | 0.00% | -62.5% |
| Q1 2015 | $7,694,000 | +43.0% | 104,880 | +39.2% | 0.01% | +60.0% |
| Q4 2014 | $5,380,000 | -28.8% | 75,322 | -13.4% | 0.01% | -16.7% |
| Q3 2014 | $7,560,000 | -48.5% | 86,945 | -42.5% | 0.01% | -50.0% |
| Q2 2014 | $14,681,000 | +54.1% | 151,256 | +35.0% | 0.01% | +33.3% |
| Q1 2014 | $9,530,000 | -14.7% | 112,036 | -17.4% | 0.01% | -10.0% |
| Q4 2013 | $11,167,000 | +228.7% | 135,663 | +211.1% | 0.01% | +233.3% |
| Q3 2013 | $3,397,000 | +44.7% | 43,612 | +33.0% | 0.00% | +50.0% |
| Q2 2013 | $2,348,000 | -74.3% | 32,792 | -73.7% | 0.00% | -77.8% |
| Q1 2013 | $9,149,000 | – | 124,776 | – | 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% |