ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $287,000 | -2.4% | 3,773 | 0.0% | 0.09% | +10.1% |
| Q4 2021 | $294,000 | +9.7% | 3,773 | 0.0% | 0.08% | -6.0% |
| Q3 2021 | $268,000 | 0.0% | 3,773 | 0.0% | 0.08% | -2.3% |
| Q2 2021 | $268,000 | +7.6% | 3,773 | 0.0% | 0.09% | -5.5% |
| Q1 2021 | $249,000 | +5.1% | 3,773 | 0.0% | 0.09% | +3.4% |
| Q4 2020 | $237,000 | +2.6% | 3,773 | -7.9% | 0.09% | -9.3% |
| Q3 2020 | $231,000 | +4.5% | 4,098 | -2.2% | 0.10% | -3.0% |
| Q2 2020 | $221,000 | +7.8% | 4,190 | -8.7% | 0.10% | -31.5% |
| Q1 2020 | $205,000 | -17.3% | 4,590 | 0.0% | 0.15% | +47.5% |
| Q4 2019 | $248,000 | +9.3% | 4,590 | 0.0% | 0.10% | -21.4% |
| Q3 2019 | $227,000 | +1.3% | 4,590 | 0.0% | 0.13% | -9.4% |
| Q2 2019 | $224,000 | +2.8% | 4,590 | 0.0% | 0.14% | +14.9% |
| Q1 2019 | $218,000 | -2.7% | 4,590 | 0.0% | 0.12% | +12.0% |
| Q3 2018 | $224,000 | +6.7% | 4,590 | 0.0% | 0.11% | -5.3% |
| Q2 2018 | $210,000 | +0.5% | 4,590 | +100.0% | 0.11% | -0.9% |
| Q1 2018 | $209,000 | -1.9% | 2,295 | 0.0% | 0.12% | +2.7% |
| Q4 2017 | $213,000 | +5.4% | 2,295 | 0.0% | 0.11% | +4.7% |
| Q3 2017 | $202,000 | – | 2,295 | – | 0.11% | – |
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% |