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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 42,658 | $2,082,000 | 1.19% |
| BigSur Wealth Management LLC | 36,598 | $1,786,000 | 1.12% |
| Redhawk Wealth Advisors, Inc. | 33,601 | $1,640,000 | 0.90% |
| Capital Advisors, Ltd. LLC | 63,874 | $3,118,000 | 0.88% |
| Carroll Financial Associates, Inc. | 123,094 | $6,008,000 | 0.64% |
| PVG ASSET MANAGEMENT CORP | 15,365 | $749,000 | 0.54% |
| 180 WEALTH ADVISORS, LLC | 22,399 | $1,093,000 | 0.50% |
| GFS Advisors, LLC | 29,000 | $1,415,000 | 0.36% |
| LOEB PARTNERS CORP | 16,800 | $820,000 | 0.30% |
| Curbstone Financial Management Corp | 22,600 | $1,103,000 | 0.29% |