ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5 | – | 80 | +7900.0% | 0.00% | – |
| Q2 2023 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q4 2022 | $154 | – | 2,411 | +40083.3% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 6 | -98.6% | 0.00% | – |
| Q2 2022 | $27,000 | +1250.0% | 428 | +1056.8% | 0.00% | – |
| Q1 2022 | $2,000 | -97.3% | 37 | -96.1% | 0.00% | – |
| Q4 2021 | $73,000 | -37.1% | 939 | -57.3% | 0.00% | – |
| Q2 2020 | $116,000 | +136.7% | 2,200 | +100.2% | 0.00% | – |
| Q1 2020 | $49,000 | – | 1,099 | +109800.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $1,154,000 | – | 27,225 | – | 0.00% | – |
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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% |