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 | $234,087 | -3.7% | 3,196 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $243,100 | +9.7% | 3,196 | +1.0% | 0.02% | +4.2% |
| Q1 2023 | $221,667 | +9.4% | 3,164 | 0.0% | 0.02% | +9.1% |
| Q4 2022 | $202,651 | +0.8% | 3,164 | +0.8% | 0.02% | -4.3% |
| Q2 2022 | $201,000 | -14.8% | 3,139 | +1.2% | 0.02% | 0.0% |
| Q1 2022 | $236,000 | -2.5% | 3,101 | +0.1% | 0.02% | -4.2% |
| Q4 2021 | $242,000 | +10.5% | 3,099 | +0.7% | 0.02% | 0.0% |
| Q3 2021 | $219,000 | +0.5% | 3,077 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $218,000 | +8.5% | 3,077 | +0.9% | 0.02% | +4.3% |
| Q1 2021 | $201,000 | – | 3,050 | – | 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% |