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 | $1,433,015 | +102039.3% | 19,566 | +6.1% | 0.04% | +4.9% |
| Q2 2023 | $1,403 | +5.7% | 18,443 | -2.6% | 0.04% | -2.4% |
| Q1 2023 | $1,327 | +7.8% | 18,943 | -1.4% | 0.04% | +2.4% |
| Q4 2022 | $1,231 | -99.9% | 19,221 | 0.0% | 0.04% | -4.7% |
| Q3 2022 | $1,144,000 | -7.1% | 19,221 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $1,231,000 | +27.0% | 19,221 | +50.9% | 0.04% | +46.7% |
| Q1 2022 | $969,000 | +18.0% | 12,739 | +21.1% | 0.03% | +25.0% |
| Q4 2021 | $821,000 | +9.8% | 10,520 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $748,000 | +0.1% | 10,520 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $747,000 | +7.6% | 10,520 | 0.0% | 0.02% | +4.2% |
| Q1 2021 | $694,000 | +4.8% | 10,520 | 0.0% | 0.02% | -4.0% |
| Q4 2020 | $662,000 | +11.8% | 10,520 | 0.0% | 0.02% | -3.8% |
| Q3 2020 | $592,000 | +6.7% | 10,520 | 0.0% | 0.03% | -3.7% |
| Q2 2020 | $555,000 | – | 10,520 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BigSur Wealth Management LLC | 18,299 | $1,670,000 | 1.19% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 21,329 | $1,946,000 | 0.97% |
| Capital Advisors, Ltd. LLC | 31,985 | $2,919,000 | 0.94% |
| 180 WEALTH ADVISORS, LLC | 13,337 | $1,215,000 | 0.63% |
| Carroll Financial Associates, Inc. | 60,523 | $5,523,000 | 0.61% |
| Daniel Devine & Co | 4,425 | $404,000 | 0.33% |
| Curbstone Financial Management Corp | 12,650 | $1,154,000 | 0.33% |
| GFS Advisors, LLC | 14,500 | $1,323,000 | 0.27% |
| FLAGSHIP HARBOR ADVISORS, LLC | 8,844 | $790,000 | 0.24% |
| Dorsey & Whitney Trust CO LLC | 13,650 | $1,246,000 | 0.23% |