ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 202 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $277,213 | -22.7% | 3,785 | -19.7% | 0.02% | -23.1% |
Q2 2023 | $358,699 | +8.6% | 4,716 | 0.0% | 0.03% | +8.3% |
Q1 2023 | $330,403 | +9.4% | 4,716 | 0.0% | 0.02% | +4.3% |
Q4 2022 | $302,060 | -14.7% | 4,716 | -20.8% | 0.02% | -23.3% |
Q3 2022 | $354,000 | -5.3% | 5,953 | +1.9% | 0.03% | 0.0% |
Q2 2022 | $374,000 | -12.4% | 5,844 | +4.1% | 0.03% | +3.4% |
Q1 2022 | $427,000 | +10.3% | 5,616 | +13.3% | 0.03% | +16.0% |
Q4 2021 | $387,000 | – | 4,958 | – | 0.02% | – |
Download |
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% |