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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $32 | -99.9% | 1,200 | +71.4% | 0.00% | +50.0% |
| Q3 2022 | $29,000 | – | 700 | +250.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 200 | -66.7% | 0.00% | -100.0% |
| Q4 2021 | $46,000 | +58.6% | 600 | 0.0% | 0.00% | +100.0% |
| Q3 2021 | $29,000 | +2800.0% | 600 | +200.0% | 0.00% | – |
| Q2 2021 | $1,000 | -50.0% | 200 | -66.7% | 0.00% | – |
| Q1 2021 | $2,000 | – | 600 | +200.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 200 | -50.0% | 0.00% | – |
| Q3 2020 | $1,000 | -80.0% | 400 | -50.0% | 0.00% | – |
| Q2 2020 | $5,000 | -37.5% | 800 | +14.3% | 0.00% | – |
| Q1 2020 | $8,000 | -20.0% | 700 | +75.0% | 0.00% | -100.0% |
| Q4 2019 | $10,000 | – | 400 | +100.0% | 0.00% | – |
| Q2 2019 | $0 | – | 200 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 200 | +100.0% | 0.00% | – |
| Q2 2018 | $4,000 | – | 100 | -75.0% | 0.00% | – |
| Q4 2016 | $0 | -100.0% | 400 | -95.6% | 0.00% | -100.0% |
| Q3 2016 | $634,000 | +2164.3% | 9,171 | -61.8% | 0.03% | +2700.0% |
| Q2 2016 | $28,000 | – | 24,000 | – | 0.00% | – |
Download | ||||||
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% |