ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 89 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.59 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 ↓ |
|---|---|---|---|
| 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% |