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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 317,648 | $17,884,000 | 5.42% |
| Fluent Financial, LLC | 125,675 | $7,076,000 | 4.25% |
| 180 WEALTH ADVISORS, LLC | 66,091 | $3,790,000 | 1.42% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 38,322 | $2,158,000 | 1.19% |
| Connecticut Wealth Management, LLC | 129,476 | $7,289,000 | 0.80% |
| Capital Advisors, Ltd. LLC | 52,481 | $2,955,000 | 0.74% |
| FAGAN ASSOCIATES, INC. | 40,522 | $2,281,000 | 0.65% |
| Carroll Financial Associates, Inc. | 130,565 | $7,350,000 | 0.57% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 9,133 | $534,000 | 0.50% |
| HOWARD WEALTH MANAGEMENT, LLC | 11,884 | $669,000 | 0.48% |