ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 6 filers reported holding ISHARES TR in Q1 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $833,000 | +117.5% | 15,000 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $383,000 | -9.0% | 7,500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $421,000 | +12.9% | 7,500 | +31.7% | 0.00% | 0.0% |
| Q4 2016 | $373,000 | +6.6% | 5,696 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $350,000 | +8.4% | 5,696 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $323,000 | -40.2% | 5,696 | -45.2% | 0.00% | -50.0% |
| Q1 2016 | $540,000 | +80.0% | 10,388 | +83.6% | 0.00% | +100.0% |
| Q4 2015 | $300,000 | +19.5% | 5,658 | +61.7% | 0.00% | 0.0% |
| Q2 2013 | $251,000 | -2.3% | 3,500 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $257,000 | +15.8% | 3,500 | 0.0% | 0.00% | 0.0% |
| Q4 2012 | $222,000 | -17.8% | 3,500 | -17.0% | 0.00% | 0.0% |
| Q3 2012 | $270,000 | +6.3% | 4,215 | -4.0% | 0.00% | 0.0% |
| Q2 2012 | $254,000 | -12.1% | 4,390 | 0.0% | 0.00% | 0.0% |
| Q1 2012 | $289,000 | – | 4,390 | – | 0.00% | – |
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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% |