ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 143 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |