ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 176 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.92 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,006 | +6051.8% | 2,599 | +5098.0% | 0.00% | – |
| Q2 2023 | $4,259 | -84.8% | 50 | -83.3% | 0.00% | – |
| Q4 2022 | $27,966 | +16.5% | 300 | +20.0% | 0.00% | – |
| Q3 2022 | $24,000 | -96.7% | 250 | -96.8% | 0.00% | – |
| Q2 2022 | $733,000 | +459.5% | 7,888 | +273.8% | 0.00% | – |
| Q4 2021 | $131,000 | -96.6% | 2,110 | -96.8% | 0.00% | -100.0% |
| Q3 2021 | $3,824,000 | +3086.7% | 65,038 | +2982.4% | 0.00% | – |
| Q2 2021 | $120,000 | +160.9% | 2,110 | +166.8% | 0.00% | – |
| Q1 2019 | $46,000 | +12.2% | 791 | 0.0% | 0.00% | – |
| Q4 2018 | $41,000 | -93.4% | 791 | -90.3% | 0.00% | – |
| Q3 2018 | $620,000 | +7.6% | 8,161 | +5.3% | 0.00% | – |
| Q2 2018 | $576,000 | +1052.0% | 7,748 | +879.5% | 0.00% | – |
| Q1 2018 | $50,000 | -2.0% | 791 | -0.1% | 0.00% | – |
| Q4 2017 | $51,000 | +10.9% | 792 | 0.0% | 0.00% | – |
| Q3 2017 | $46,000 | +7.0% | 792 | 0.0% | 0.00% | – |
| Q2 2017 | $43,000 | -10.4% | 792 | +0.1% | 0.00% | – |
| Q1 2017 | $48,000 | -7.7% | 791 | 0.0% | 0.00% | – |
| Q4 2016 | $52,000 | +6.1% | 791 | 0.0% | 0.00% | – |
| Q3 2016 | $49,000 | +8.9% | 791 | 0.0% | 0.00% | – |
| Q2 2016 | $45,000 | +9.8% | 791 | 0.0% | 0.00% | – |
| Q1 2016 | $41,000 | -2.4% | 791 | 0.0% | 0.00% | – |
| Q4 2015 | $42,000 | -63.5% | 791 | -49.6% | 0.00% | – |
| Q1 2015 | $115,000 | -74.0% | 1,570 | -74.7% | 0.00% | -100.0% |
| Q4 2014 | $443,000 | – | 6,200 | – | 0.00% | – |
Download | ||||||
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% |