ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,203,857 | +53692.2% | 57,398 | -44.1% | 0.91% | -27.3% |
| Q2 2023 | $7,815 | +24.8% | 102,742 | +15.0% | 1.26% | +22.3% |
| Q1 2023 | $6,261 | +0.9% | 89,362 | -7.7% | 1.03% | -11.7% |
| Q4 2022 | $6,204 | -99.9% | 96,857 | +68.7% | 1.16% | +27.4% |
| Q3 2022 | $4,203,857 | -20.6% | 57,398 | -28.5% | 0.91% | -23.0% |
| Q2 2022 | $5,294,000 | +61.5% | 80,313 | +84.4% | 1.19% | +78.2% |
| Q1 2022 | $3,279,000 | – | 43,556 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 42,658 | $1,956,000 | 1.12% |
| BigSur Wealth Management LLC | 32,598 | $1,495,000 | 1.09% |
| Capital Advisors, Ltd. LLC | 63,968 | $2,933,000 | 0.92% |
| ASSETMARK, INC | 1,608,822 | $73,764,000 | 0.72% |
| Carroll Financial Associates, Inc. | 121,248 | $5,559,000 | 0.59% |
| 180 WEALTH ADVISORS, LLC | 17,655 | $809,000 | 0.40% |
| Curbstone Financial Management Corp | 23,300 | $1,068,000 | 0.30% |
| Dorsey & Whitney Trust CO LLC | 36,350 | $1,667,000 | 0.29% |
| GFS Advisors, LLC | 29,000 | $1,330,000 | 0.28% |
| MFA WEALTH ADVISORS, LLC | 7,732 | $374,000 | 0.25% |