ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 81 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.59 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,110 | +14.8% | 2,749 | 0.0% | 0.00% | – |
| Q2 2023 | $233,472 | -1.0% | 2,749 | 0.0% | 0.00% | – |
| Q1 2023 | $235,892 | -7.6% | 2,749 | +0.0% | 0.00% | – |
| Q4 2022 | $255,180 | +11.4% | 2,748 | 0.0% | 0.00% | – |
| Q3 2022 | $229,000 | -36.6% | 2,748 | -40.8% | 0.00% | – |
| Q2 2022 | $361,000 | -51.9% | 4,643 | -47.9% | 0.00% | – |
| Q1 2022 | $751,000 | +136.2% | 8,907 | +71.4% | 0.00% | – |
| Q4 2021 | $318,000 | +96.3% | 5,198 | +86.6% | 0.00% | – |
| Q3 2021 | $162,000 | -64.9% | 2,785 | -65.5% | 0.00% | – |
| Q2 2021 | $462,000 | +38.7% | 8,066 | +18.1% | 0.00% | – |
| Q1 2021 | $333,000 | +278.4% | 6,831 | +178.8% | 0.00% | – |
| Q4 2020 | $88,000 | +18.9% | 2,450 | -13.2% | 0.00% | – |
| Q3 2020 | $74,000 | -57.5% | 2,823 | -45.2% | 0.00% | – |
| Q2 2020 | $174,000 | +47.5% | 5,153 | 0.0% | 0.00% | – |
| Q1 2020 | $118,000 | -65.2% | 5,153 | -15.6% | 0.00% | – |
| Q4 2019 | $339,000 | +50.0% | 6,109 | +37.9% | 0.00% | – |
| Q3 2019 | $226,000 | +32.9% | 4,430 | +45.5% | 0.00% | – |
| Q2 2019 | $170,000 | -4.0% | 3,044 | 0.0% | 0.00% | – |
| Q1 2019 | $177,000 | +12.7% | 3,044 | 0.0% | 0.00% | – |
| Q4 2018 | $157,000 | -89.3% | 3,044 | -84.2% | 0.00% | -100.0% |
| Q3 2018 | $1,461,000 | +42.4% | 19,248 | +39.4% | 0.00% | 0.0% |
| Q2 2018 | $1,026,000 | +395.7% | 13,808 | +322.8% | 0.00% | – |
| Q1 2018 | $207,000 | -1.0% | 3,266 | +1.6% | 0.00% | – |
| Q4 2017 | $209,000 | -93.3% | 3,215 | -93.9% | 0.00% | -100.0% |
| Q3 2017 | $3,119,000 | +7.4% | 53,091 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,904,000 | -11.0% | 53,091 | -0.6% | 0.00% | 0.0% |
| Q1 2017 | $3,264,000 | -8.6% | 53,408 | -2.1% | 0.00% | 0.0% |
| Q4 2016 | $3,571,000 | +7.2% | 54,571 | +0.8% | 0.00% | 0.0% |
| Q3 2016 | $3,330,000 | +6.6% | 54,140 | -1.7% | 0.00% | 0.0% |
| Q2 2016 | $3,125,000 | +6.7% | 55,095 | -2.2% | 0.00% | 0.0% |
| Q1 2016 | $2,928,000 | -3.2% | 56,327 | -1.5% | 0.00% | 0.0% |
| Q4 2015 | $3,025,000 | -4.6% | 57,169 | -0.1% | 0.00% | 0.0% |
| Q3 2015 | $3,172,000 | -20.3% | 57,206 | +1.5% | 0.00% | -25.0% |
| Q2 2015 | $3,981,000 | -3.3% | 56,360 | +0.5% | 0.00% | 0.0% |
| Q1 2015 | $4,115,000 | -63.1% | 56,106 | -64.0% | 0.00% | -60.0% |
| Q4 2014 | $11,148,000 | +133.9% | 156,048 | +184.6% | 0.01% | +150.0% |
| Q3 2014 | $4,766,000 | -10.3% | 54,822 | +0.2% | 0.00% | -20.0% |
| Q2 2014 | $5,311,000 | +14.2% | 54,704 | +0.0% | 0.01% | 0.0% |
| Q1 2014 | $4,651,000 | -45.9% | 54,690 | -47.7% | 0.01% | -37.5% |
| Q4 2013 | $8,603,000 | +5.7% | 104,504 | +0.0% | 0.01% | 0.0% |
| Q3 2013 | $8,136,000 | -62.7% | 104,454 | -65.7% | 0.01% | -61.9% |
| Q2 2013 | $21,799,000 | – | 304,452 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 38,843 | $3,333,141 | 3.07% |
| Audent Global Asset Management, LLC | 11,223 | $963,080 | 1.35% |
| Riggs Asset Managment Co. Inc. | 22,812 | $1,957,500 | 0.76% |
| Independent Family Office, LLC | 14,308 | $1,227,771 | 0.71% |
| Wealth Management Partners, LLC | 11,075 | $950,347 | 0.66% |
| VIAWEALTH, LLC | 9,548 | $819,394 | 0.65% |
| Endowment Wealth Management, Inc. | 6,992 | $595,001 | 0.60% |
| MARTIN & CO INC /TN/ | 24,871 | $2,134,183 | 0.55% |
| Teamwork Financial Advisors, LLC | 31,232 | $2,680,062 | 0.50% |
| SAXON INTERESTS, INC. | 8,724 | $748,564 | 0.42% |