ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,560 | -5.2% | 3,148 | -1.5% | 0.02% | 0.0% |
| Q2 2023 | $243,088 | +5.8% | 3,196 | -2.6% | 0.02% | 0.0% |
| Q1 2023 | $229,797 | +6.4% | 3,280 | -2.7% | 0.02% | 0.0% |
| Q4 2022 | $215,977 | +5.4% | 3,372 | -2.3% | 0.02% | -5.3% |
| Q3 2022 | $205,000 | -10.9% | 3,450 | -4.0% | 0.02% | -5.0% |
| Q2 2022 | $230,000 | -13.9% | 3,592 | +2.2% | 0.02% | -4.8% |
| Q1 2022 | $267,000 | -6.6% | 3,514 | -4.3% | 0.02% | 0.0% |
| Q4 2021 | $286,000 | +9.6% | 3,670 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $261,000 | -18.4% | 3,670 | -18.6% | 0.02% | -19.2% |
| Q2 2021 | $320,000 | -1.8% | 4,509 | -8.7% | 0.03% | -7.1% |
| Q1 2021 | $326,000 | +0.3% | 4,941 | -4.4% | 0.03% | -34.9% |
| Q4 2020 | $325,000 | – | 5,168 | – | 0.04% | – |
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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% |