ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 90 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.53 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $238,372 | -9.9% | 3,134 | -17.0% | 0.00% | 0.0% |
| Q1 2023 | $264,547 | +9.4% | 3,776 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $241,853 | +20.3% | 3,776 | +20.5% | 0.00% | 0.0% |
| Q2 2022 | $201,000 | -15.5% | 3,134 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $238,000 | -2.5% | 3,134 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $244,000 | +9.4% | 3,134 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $223,000 | +0.5% | 3,134 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $222,000 | +7.2% | 3,134 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $207,000 | -35.7% | 3,134 | -14.2% | 0.00% | -42.9% |
| Q3 2017 | $322,000 | +4.5% | 3,651 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $308,000 | +3.4% | 3,651 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $298,000 | +6.4% | 3,651 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $280,000 | +2.2% | 3,651 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $274,000 | +4.6% | 3,651 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $262,000 | +65.8% | 3,651 | +78.3% | 0.01% | +133.3% |
| Q4 2013 | $158,000 | – | 2,048 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 42,658 | $2,082,000 | 1.19% |
| BigSur Wealth Management LLC | 36,598 | $1,786,000 | 1.12% |
| Redhawk Wealth Advisors, Inc. | 33,601 | $1,640,000 | 0.90% |
| Capital Advisors, Ltd. LLC | 63,874 | $3,118,000 | 0.88% |
| Carroll Financial Associates, Inc. | 123,094 | $6,008,000 | 0.64% |
| PVG ASSET MANAGEMENT CORP | 15,365 | $749,000 | 0.54% |
| 180 WEALTH ADVISORS, LLC | 22,399 | $1,093,000 | 0.50% |
| GFS Advisors, LLC | 29,000 | $1,415,000 | 0.36% |
| LOEB PARTNERS CORP | 16,800 | $820,000 | 0.30% |
| Curbstone Financial Management Corp | 22,600 | $1,103,000 | 0.29% |