ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 186 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,017,981 | -2.8% | 27,553 | +0.9% | 0.02% | -21.1% |
| Q2 2023 | $2,076,285 | +7.2% | 27,298 | -1.3% | 0.02% | -5.0% |
| Q1 2023 | $1,937,719 | +13.5% | 27,658 | +3.8% | 0.02% | +5.3% |
| Q4 2022 | $1,707,124 | +6.8% | 26,653 | -0.8% | 0.02% | -5.0% |
| Q3 2022 | $1,599,000 | -23.0% | 26,872 | -17.1% | 0.02% | -16.7% |
| Q2 2022 | $2,076,000 | -17.6% | 32,405 | -2.2% | 0.02% | -7.7% |
| Q1 2022 | $2,519,000 | -5.2% | 33,129 | -2.7% | 0.03% | 0.0% |
| Q4 2021 | $2,657,000 | +1.3% | 34,061 | -7.6% | 0.03% | -7.1% |
| Q3 2021 | $2,623,000 | 0.0% | 36,872 | -0.2% | 0.03% | -3.4% |
| Q2 2021 | $2,623,000 | +0.5% | 36,949 | -6.6% | 0.03% | -12.1% |
| Q1 2021 | $2,611,000 | +5.5% | 39,556 | +0.5% | 0.03% | -5.7% |
| Q4 2020 | $2,476,000 | +20.6% | 39,351 | +7.9% | 0.04% | 0.0% |
| Q3 2020 | $2,053,000 | -6.6% | 36,471 | -12.4% | 0.04% | -22.2% |
| Q2 2020 | $2,199,000 | +21.8% | 41,657 | +3.0% | 0.04% | -15.1% |
| Q1 2020 | $1,806,000 | -7.1% | 40,444 | +12.3% | 0.05% | +3.9% |
| Q4 2019 | $1,943,000 | +3.7% | 36,022 | -4.9% | 0.05% | -3.8% |
| Q3 2019 | $1,873,000 | -2.9% | 37,882 | -4.1% | 0.05% | -11.7% |
| Q2 2019 | $1,929,000 | +5.0% | 39,502 | +2.2% | 0.06% | 0.0% |
| Q1 2019 | $1,838,000 | +14.4% | 38,660 | +2.0% | 0.06% | -3.2% |
| Q4 2018 | $1,607,000 | -11.7% | 37,903 | +1.6% | 0.06% | 0.0% |
| Q3 2018 | $1,820,000 | +4.3% | 37,288 | -2.0% | 0.06% | -6.1% |
| Q2 2018 | $1,745,000 | +3.7% | 38,058 | +106.4% | 0.07% | -2.9% |
| Q1 2018 | $1,683,000 | +0.6% | 18,440 | +2.1% | 0.07% | 0.0% |
| Q4 2017 | $1,673,000 | -7.4% | 18,069 | -11.7% | 0.07% | -13.9% |
| Q3 2017 | $1,806,000 | +6.9% | 20,465 | +2.1% | 0.08% | +5.3% |
| Q2 2017 | $1,689,000 | +2.1% | 20,050 | -0.9% | 0.08% | 0.0% |
| Q1 2017 | $1,654,000 | +19.9% | 20,231 | +12.5% | 0.08% | +8.7% |
| Q4 2016 | $1,380,000 | +12.3% | 17,990 | +9.8% | 0.07% | +9.5% |
| Q3 2016 | $1,229,000 | +9.0% | 16,390 | +4.1% | 0.06% | +1.6% |
| Q2 2016 | $1,128,000 | +6.6% | 15,740 | +7.0% | 0.06% | -3.1% |
| Q1 2016 | $1,058,000 | +5.6% | 14,715 | +0.7% | 0.06% | 0.0% |
| Q4 2015 | $1,002,000 | -3.7% | 14,615 | -2.9% | 0.06% | -7.2% |
| Q3 2015 | $1,041,000 | -6.5% | 15,045 | +1.7% | 0.07% | -4.2% |
| Q2 2015 | $1,113,000 | -5.9% | 14,795 | -3.8% | 0.07% | -7.7% |
| Q1 2015 | $1,183,000 | +3.2% | 15,385 | +2.3% | 0.08% | +4.0% |
| Q4 2014 | $1,146,000 | +14.6% | 15,035 | +16.5% | 0.08% | +8.7% |
| Q3 2014 | $1,000,000 | +0.7% | 12,910 | +2.4% | 0.07% | -1.4% |
| Q2 2014 | $993,000 | +6.5% | 12,610 | +5.3% | 0.07% | -6.7% |
| Q1 2014 | $932,000 | +18.4% | 11,975 | +17.5% | 0.08% | -5.1% |
| Q4 2013 | $787,000 | +7.7% | 10,195 | +0.4% | 0.08% | -7.1% |
| Q3 2013 | $731,000 | +9.6% | 10,157 | +2.9% | 0.08% | -5.6% |
| Q2 2013 | $667,000 | – | 9,872 | – | 0.09% | – |
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% |