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 ↓ |
|---|---|---|---|
| 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% |