ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| Flagship Private Wealth, LLC | 48,356 | $3,098,626,000 | 2.88% |
| Clear Perspectives Financial Planning, LLC | 65,548 | $4,124,000 | 2.61% |
| Bluesphere Advisors, LLC | 19,146 | $1,204,000 | 1.29% |
| 180 WEALTH ADVISORS, LLC | 64,709 | $4,108,000 | 1.18% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 38,322 | $2,411,000 | 1.15% |
| Connecticut Wealth Management, LLC | 120,902 | $7,606,000 | 0.81% |
| Capital Advisors, Ltd. LLC | 53,653 | $3,375,000 | 0.74% |
| FAGAN ASSOCIATES, INC. | 41,793 | $2,629,000 | 0.66% |
| Carroll Financial Associates, Inc. | 130,707 | $8,222,000 | 0.55% |
| HOWARD WEALTH MANAGEMENT, LLC | 12,344 | $776,000 | 0.48% |