Sigma Planning Corp - ISHARES TR ownership

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
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,828,916
-4.5%
24,971
-0.8%
0.07%0.0%
Q2 2023$1,914,650
+11.7%
25,172
+2.9%
0.07%
+21.1%
Q1 2023$1,714,680
+12.2%
24,474
+2.5%
0.06%
+3.6%
Q4 2022$1,528,646
-4.9%
23,866
-11.6%
0.06%
-9.8%
Q3 2022$1,607,000
-6.4%
26,996
+0.7%
0.06%
+1.7%
Q2 2022$1,717,000
+6.3%
26,804
+26.2%
0.06%
+25.0%
Q1 2022$1,615,000
-20.4%
21,240
-18.4%
0.05%
-15.8%
Q4 2021$2,030,000
+9.3%
26,019
-0.4%
0.06%
+1.8%
Q3 2021$1,858,000
-5.8%
26,117
-6.0%
0.06%
-5.1%
Q2 2021$1,973,000
+36.3%
27,793
+26.7%
0.06%
+28.3%
Q1 2021$1,448,000
+21.5%
21,943
+15.8%
0.05%
+12.2%
Q4 2020$1,192,000
+10.2%
18,955
-1.4%
0.04%
-4.7%
Q3 2020$1,082,000
-3.0%
19,219
-9.1%
0.04%
-12.2%
Q2 2020$1,116,000
+24.3%
21,135
+5.1%
0.05%
-7.5%
Q1 2020$898,000
-20.7%
20,115
-4.2%
0.05%
+10.4%
Q4 2019$1,133,000
+13.9%
21,001
+4.3%
0.05%0.0%
Q3 2019$995,000
+15.3%
20,126
+13.9%
0.05%
+9.1%
Q2 2019$863,000
+9.1%
17,667
+6.2%
0.04%
-2.2%
Q1 2019$791,000
+25.8%
16,638
+12.1%
0.04%
-2.2%
Q4 2018$629,000
+36.7%
14,840
+57.5%
0.05%
+70.4%
Q3 2018$460,000
+14.1%
9,420
+7.1%
0.03%0.0%
Q2 2018$403,000
+13.2%
8,794
+125.2%
0.03%
+3.8%
Q1 2018$356,0003,9050.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Flagship Private Wealth, LLC 63,944$4,629,597,0003.52%
USAdvisors Wealth Management, LLC 76,831$5,454,0002.96%
Clear Perspectives Financial Planning, LLC 61,195$4,344,0002.10%
Bluesphere Advisors, LLC 19,435$1,380,0001.22%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 39,030$2,771,0001.12%
180 WEALTH ADVISORS, LLC 62,098$4,562,0001.04%
FAGAN ASSOCIATES, INC. 51,195$3,634,0000.78%
Connecticut Wealth Management, LLC 120,497$8,554,0000.75%
Capital Advisors, Ltd. LLC 55,222$3,920,0000.70%
RDA Financial Network 18,469$1,311,0000.58%
View complete list of ISHARES TR shareholders