ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 202 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,284,367 | +0.6% | 44,361 | -6.9% | 0.06% | -6.8% |
| Q1 2024 | $4,259,898 | +1.1% | 47,645 | -9.0% | 0.06% | -9.2% |
| Q4 2023 | $4,214,782 | -18.5% | 52,345 | -25.8% | 0.06% | -29.3% |
| Q3 2023 | $5,169,638 | +76.2% | 70,584 | +83.0% | 0.09% | +73.6% |
| Q2 2023 | $2,934,291 | -4.8% | 38,579 | -12.4% | 0.05% | -8.6% |
| Q1 2023 | $3,083,775 | +7.9% | 44,016 | -1.3% | 0.06% | -1.7% |
| Q4 2022 | $2,857,556 | -35.3% | 44,614 | -39.9% | 0.06% | -39.2% |
| Q3 2022 | $4,415,000 | +129.7% | 74,176 | +147.2% | 0.10% | +142.5% |
| Q2 2022 | $1,922,000 | -14.1% | 30,001 | +2.0% | 0.04% | +2.6% |
| Q1 2022 | $2,237,000 | -4.6% | 29,414 | -2.2% | 0.04% | -7.1% |
| Q4 2021 | $2,345,000 | +5.3% | 30,064 | -3.9% | 0.04% | +5.0% |
| Q3 2021 | $2,226,000 | -10.8% | 31,283 | -11.0% | 0.04% | -16.7% |
| Q2 2021 | $2,495,000 | +89.3% | 35,140 | +75.9% | 0.05% | +65.5% |
| Q1 2021 | $1,318,000 | +55.1% | 19,972 | +14.7% | 0.03% | -14.7% |
| Q3 2018 | $850,000 | – | 17,414 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crumly & Associates Inc. | 92,396 | $4,984,000 | 5.16% |
| Fluent Financial, LLC | 122,766 | $6,622,000 | 4.06% |
| Systelligence, LLC | 129,455 | $6,983,000 | 2.56% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 45,972 | $2,480,000 | 1.63% |
| 180 WEALTH ADVISORS, LLC | 59,209 | $3,252,000 | 1.30% |
| Connecticut Wealth Management, LLC | 195,562 | $10,549,000 | 1.16% |
| BigSur Wealth Management LLC | 36,600 | $1,974,000 | 1.12% |
| Capital Advisors, Ltd. LLC | 50,910 | $2,746,000 | 0.70% |
| Carroll Financial Associates, Inc. | 140,577 | $7,582,000 | 0.60% |
| HOWARD WEALTH MANAGEMENT, LLC | 11,643 | $628,000 | 0.52% |