ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 83 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.62 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $5,790,000 | +33.8% | 113,520 | +47.0% | 0.01% | +50.0% |
| Q2 2019 | $4,328,000 | +102.6% | 77,200 | +110.2% | 0.01% | 0.0% |
| Q1 2019 | $2,136,000 | +10.5% | 36,720 | -1.9% | 0.01% | 0.0% |
| Q4 2018 | $1,933,000 | -30.4% | 37,430 | +2.3% | 0.01% | -20.0% |
| Q3 2018 | $2,778,000 | -1.1% | 36,590 | -3.2% | 0.01% | -9.1% |
| Q2 2018 | $2,808,000 | +16.9% | 37,790 | 0.0% | 0.01% | +10.0% |
| Q1 2018 | $2,402,000 | +6.3% | 37,790 | +8.6% | 0.01% | +11.1% |
| Q4 2017 | $2,260,000 | +10.2% | 34,790 | -0.3% | 0.01% | 0.0% |
| Q3 2017 | $2,050,000 | +11.5% | 34,890 | +3.8% | 0.01% | +12.5% |
| Q2 2017 | $1,839,000 | -32.2% | 33,620 | -24.2% | 0.01% | -33.3% |
| Q1 2017 | $2,711,000 | -4.8% | 44,350 | +1.9% | 0.01% | -7.7% |
| Q4 2016 | $2,849,000 | -8.8% | 43,530 | -14.3% | 0.01% | -7.1% |
| Q3 2016 | $3,125,000 | -2.1% | 50,800 | -9.8% | 0.01% | 0.0% |
| Q2 2016 | $3,193,000 | +0.2% | 56,300 | -8.2% | 0.01% | 0.0% |
| Q1 2016 | $3,187,000 | -30.8% | 61,310 | -29.5% | 0.01% | -30.0% |
| Q4 2015 | $4,607,000 | -4.6% | 87,000 | -0.1% | 0.02% | 0.0% |
| Q3 2015 | $4,830,000 | -16.3% | 87,100 | +6.7% | 0.02% | -13.0% |
| Q2 2015 | $5,773,000 | -9.5% | 81,650 | -6.1% | 0.02% | -11.5% |
| Q1 2015 | $6,382,000 | +7.2% | 86,990 | +4.4% | 0.03% | +8.3% |
| Q4 2014 | $5,952,000 | -8.0% | 83,320 | +11.9% | 0.02% | -14.3% |
| Q3 2014 | $6,473,000 | -10.4% | 74,440 | -0.0% | 0.03% | -6.7% |
| Q2 2014 | $7,228,000 | +14.3% | 74,470 | +0.2% | 0.03% | +7.1% |
| Q1 2014 | $6,324,000 | +7.8% | 74,350 | +4.3% | 0.03% | +7.7% |
| Q4 2013 | $5,869,000 | +39.3% | 71,290 | +31.8% | 0.03% | +23.8% |
| Q3 2013 | $4,214,000 | +8.9% | 54,100 | +0.1% | 0.02% | 0.0% |
| Q2 2013 | $3,869,000 | – | 54,030 | – | 0.02% | – |
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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% |