ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 226 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $963 | -100.0% | 12,657 | -76.7% | 0.04% | -75.7% |
| Q3 2022 | $3,229,000 | -42.6% | 54,258 | -38.2% | 0.17% | -42.3% |
| Q2 2022 | $5,622,000 | -5.2% | 87,750 | +12.5% | 0.30% | +46.3% |
| Q1 2022 | $5,929,000 | +1696.7% | 77,966 | +1576.0% | 0.20% | +1181.2% |
| Q2 2021 | $330,000 | -21.4% | 4,652 | -26.9% | 0.02% | -30.4% |
| Q1 2021 | $420,000 | – | 6,366 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flagship Private Wealth, LLC | 63,944 | $4,629,597,000 | 3.52% |
| USAdvisors Wealth Management, LLC | 76,831 | $5,454,000 | 2.96% |
| Clear Perspectives Financial Planning, LLC | 61,195 | $4,344,000 | 2.10% |
| Bluesphere Advisors, LLC | 19,435 | $1,380,000 | 1.22% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 39,030 | $2,771,000 | 1.12% |
| 180 WEALTH ADVISORS, LLC | 62,098 | $4,562,000 | 1.04% |
| FAGAN ASSOCIATES, INC. | 51,195 | $3,634,000 | 0.78% |
| Connecticut Wealth Management, LLC | 120,497 | $8,554,000 | 0.75% |
| Capital Advisors, Ltd. LLC | 55,222 | $3,920,000 | 0.70% |
| RDA Financial Network | 18,469 | $1,311,000 | 0.58% |