ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 229 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$4,859,133
+4774.1%
50,312
+4412.3%
0.02%
Q1 2024$99,692
-99.9%
1,115
-99.9%
0.00%
-100.0%
Q4 2023$103,453,044
+2.1%
1,284,812
-7.1%
0.37%
-7.7%
Q3 2023$101,324,171
+731852.4%
1,383,454
+760039.6%
0.40%
Q2 2023$13,843
-17.7%
182
-24.2%
0.00%
Q1 2023$16,814
-67.8%
240
-70.6%
0.00%
Q4 2022$52,265
-100.0%
816
-100.0%
0.00%
-100.0%
Q3 2022$113,366,000
+101.7%
1,904,673
+117.1%
0.53%
+110.3%
Q2 2022$56,209,000
+224736.0%
877,302
+264945.9%
0.25%
Q1 2022$25,000
+2400.0%
331
+2658.3%
0.00%
Q4 2021$1,000
-88.9%
12
-91.5%
0.00%
Q4 2020$9,000
-60.9%
142
-65.0%
0.00%
Q3 2020$23,000
-100.0%
406
-100.0%
0.00%
-100.0%
Q2 2020$63,932,000
+710255.6%
1,211,291
+614768.5%
0.46%
Q1 2020$9,000
-100.0%
197
-100.0%
0.00%
-100.0%
Q4 2019$66,492,000
+511376.9%
1,232,710
+479553.7%
0.50%
Q2 2019$13,000
-100.0%
257
-100.0%
0.00%
-100.0%
Q1 2019$75,331,000
+1076057.1%
1,584,239
+971825.8%
0.68%
Q4 2018$7,000
-22.2%
163
-10.4%
0.00%
Q3 2018$9,000
-100.0%
182
-100.0%
0.00%
-100.0%
Q2 2018$73,764,0001,608,8220.72%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Crumly & Associates Inc. 92,396$4,984,0005.16%
Fluent Financial, LLC 122,766$6,622,0004.06%
Systelligence, LLC 129,455$6,983,0002.56%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 45,972$2,480,0001.63%
180 WEALTH ADVISORS, LLC 59,209$3,252,0001.30%
Connecticut Wealth Management, LLC 195,562$10,549,0001.16%
BigSur Wealth Management LLC 36,600$1,974,0001.12%
Capital Advisors, Ltd. LLC 50,910$2,746,0000.70%
Carroll Financial Associates, Inc. 140,577$7,582,0000.60%
HOWARD WEALTH MANAGEMENT, LLC 11,643$628,0000.52%
View complete list of ISHARES TR shareholders