ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 87 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,491,000 | +12.8% | 25,379 | +5.0% | 0.19% | +9.4% |
| Q2 2017 | $1,322,000 | -18.0% | 24,172 | -8.3% | 0.17% | -23.1% |
| Q1 2017 | $1,612,000 | -17.1% | 26,372 | -11.2% | 0.22% | -21.6% |
| Q4 2016 | $1,944,000 | -1.3% | 29,710 | -7.2% | 0.28% | -4.4% |
| Q3 2016 | $1,969,000 | +56.8% | 32,010 | +44.5% | 0.30% | +46.8% |
| Q2 2016 | $1,256,000 | +7.4% | 22,145 | -1.6% | 0.20% | +5.8% |
| Q1 2016 | $1,170,000 | -14.0% | 22,501 | -12.5% | 0.19% | -11.6% |
| Q4 2015 | $1,361,000 | -2.8% | 25,707 | +1.9% | 0.22% | -7.7% |
| Q3 2015 | $1,400,000 | -8.5% | 25,236 | +16.6% | 0.23% | 0.0% |
| Q2 2015 | $1,530,000 | -7.4% | 21,648 | -3.9% | 0.23% | -6.4% |
| Q1 2015 | $1,652,000 | +4.8% | 22,521 | +2.1% | 0.25% | +2.9% |
| Q4 2014 | $1,576,000 | +13.2% | 22,068 | +37.8% | 0.24% | +6.6% |
| Q3 2014 | $1,392,000 | -9.9% | 16,015 | +0.6% | 0.23% | -13.7% |
| Q2 2014 | $1,545,000 | +4.9% | 15,915 | -8.1% | 0.26% | -1.5% |
| Q1 2014 | $1,473,000 | +14.4% | 17,315 | +10.7% | 0.27% | +9.9% |
| Q4 2013 | $1,288,000 | +1.8% | 15,645 | -3.7% | 0.24% | -7.3% |
| Q3 2013 | $1,265,000 | +17.9% | 16,245 | +8.4% | 0.26% | +9.2% |
| Q2 2013 | $1,073,000 | – | 14,990 | – | 0.24% | – |
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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% |