IEO — ISHARES TR

Ownership history in PFG Advisors  ·  2 quarters on record

This page tracks every 13F SEC filing in which PFG Advisors reported a position in ISHARES TR (IEO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,645 +320 +13.8% 0.01% $245K $91.53
2025 Q1 INITIATED 2,325 — — 0.01% $220K $92.31
% of Fund (quarterly)    IEO price (monthly, adj. close)

Other funds also holding IEO

As of 2025 Q4 — sorted by position size

Stegent Equity Advisors, Inc. 3Y 1.79% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 1.32% Audent Global Asset Management, LLC 3Y 1.17% Investors Research Corp 3Y 7Y 0.54% Independent Family Office, LLC 3Y 0.48% Walser Wealth Management Company, A Ltd Liability Co 0.41% Wealth Management Partners, LLC 3Y 0.41% MARTIN & CO INC /TN/ 3Y 7Y 0.35% Endowment Wealth Management, Inc. 3Y 0.33% Smith Partners Wealth Management, LLC 0.25%
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