ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 152 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,862 | +2897.0% | 5,050 | -99.1% | 0.01% | – |
| Q1 2023 | $12,341 | -96.2% | 555,898 | +10907.9% | 0.00% | -100.0% |
| Q4 2022 | $323,453 | -0.2% | 5,050 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $324,000 | -15.6% | 5,050 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $384,000 | -2.5% | 5,050 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $394,000 | +9.7% | 5,050 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $359,000 | -41.0% | 5,050 | -41.1% | 0.01% | -41.2% |
| Q2 2021 | $608,000 | +7.4% | 8,568 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $566,000 | +5.0% | 8,568 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $539,000 | +11.8% | 8,568 | 0.0% | 0.02% | -9.5% |
| Q3 2020 | $482,000 | +6.6% | 8,568 | 0.0% | 0.02% | +10.5% |
| Q2 2020 | $452,000 | +18.0% | 8,568 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $383,000 | +55.7% | 8,568 | +87.6% | 0.02% | +90.0% |
| Q4 2019 | $246,000 | – | 4,568 | – | 0.01% | – |
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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% |