ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 90 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $778,875 | +17.5% | 7,986 | +2.3% | 0.06% | +22.4% |
| Q2 2023 | $662,964 | +0.9% | 7,806 | +2.0% | 0.05% | -3.9% |
| Q1 2023 | $656,963 | +12.8% | 7,656 | +22.1% | 0.05% | +10.9% |
| Q4 2022 | $582,232 | +9.9% | 6,270 | -1.4% | 0.05% | 0.0% |
| Q3 2022 | $530,000 | +128.4% | 6,360 | +113.4% | 0.05% | +155.6% |
| Q2 2022 | $232,000 | -16.8% | 2,980 | -40.6% | 0.02% | -33.3% |
| Q4 2019 | $279,000 | +9.0% | 5,020 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $256,000 | -9.5% | 5,020 | -0.6% | 0.03% | -10.3% |
| Q2 2019 | $283,000 | -3.7% | 5,050 | 0.0% | 0.03% | -12.1% |
| Q1 2019 | $294,000 | +12.6% | 5,050 | 0.0% | 0.03% | +3.1% |
| Q4 2018 | $261,000 | -30.4% | 5,050 | +2.3% | 0.03% | -20.0% |
| Q3 2018 | $375,000 | +5.0% | 4,935 | +2.8% | 0.04% | -2.4% |
| Q2 2018 | $357,000 | +40.6% | 4,800 | +20.0% | 0.04% | +36.7% |
| Q1 2018 | $254,000 | – | 4,000 | – | 0.03% | – |
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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% |