ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 165 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,439 | +26.2% | 97,737 | +16.8% | 0.63% | -12.2% |
| Q1 2024 | $7,482 | +10.4% | 83,684 | -0.6% | 0.72% | +31.6% |
| Q4 2023 | $6,776 | +23.9% | 84,159 | +12.7% | 0.55% | +2.1% |
| Q3 2023 | $5,467 | +21.0% | 74,647 | +25.6% | 0.54% | -9.6% |
| Q2 2023 | $4,520 | +24.7% | 59,433 | +14.8% | 0.59% | +10.6% |
| Q1 2023 | $3,626 | +69.3% | 51,756 | +54.7% | 0.54% | +53.1% |
| Q4 2022 | $2,142 | -99.9% | 33,454 | -19.6% | 0.35% | -25.8% |
| Q3 2022 | $2,476,000 | +11.3% | 41,606 | +19.8% | 0.47% | +15.1% |
| Q2 2022 | $2,224,000 | +78.5% | 34,719 | +111.8% | 0.41% | +101.0% |
| Q1 2022 | $1,246,000 | +42.7% | 16,395 | +46.4% | 0.20% | +11.5% |
| Q4 2021 | $873,000 | +174.5% | 11,198 | +150.2% | 0.18% | +137.7% |
| Q3 2021 | $318,000 | – | 4,476 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crumly & Associates Inc. | 92,396 | $4,984,000 | 5.16% |
| Fluent Financial, LLC | 122,766 | $6,622,000 | 4.06% |
| Systelligence, LLC | 129,455 | $6,983,000 | 2.56% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 45,972 | $2,480,000 | 1.63% |
| 180 WEALTH ADVISORS, LLC | 59,209 | $3,252,000 | 1.30% |
| Connecticut Wealth Management, LLC | 195,562 | $10,549,000 | 1.16% |
| BigSur Wealth Management LLC | 36,600 | $1,974,000 | 1.12% |
| Capital Advisors, Ltd. LLC | 50,910 | $2,746,000 | 0.70% |
| Carroll Financial Associates, Inc. | 140,577 | $7,582,000 | 0.60% |
| HOWARD WEALTH MANAGEMENT, LLC | 11,643 | $628,000 | 0.52% |