ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 163 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,206,142 | -10.3% | 16,577 | -5.9% | 0.06% | -7.1% |
| Q2 2023 | $1,344,506 | -11.4% | 17,621 | -16.6% | 0.07% | -21.3% |
| Q1 2023 | $1,518,207 | -1.5% | 21,139 | -4.9% | 0.09% | -5.3% |
| Q4 2022 | $1,541,250 | +3.9% | 22,231 | -5.6% | 0.09% | -11.3% |
| Q3 2022 | $1,484,000 | -7.8% | 23,555 | +1.3% | 0.11% | -8.6% |
| Q2 2022 | $1,609,000 | +10.5% | 23,262 | +6.5% | 0.12% | +4.5% |
| Q1 2022 | $1,456,000 | -18.2% | 21,837 | -8.1% | 0.11% | -11.9% |
| Q4 2021 | $1,780,000 | +0.8% | 23,751 | +2.3% | 0.13% | +1.6% |
| Q3 2021 | $1,766,000 | -49.5% | 23,211 | -51.3% | 0.12% | -4.6% |
| Q2 2021 | $3,500,000 | +119.2% | 47,626 | +107.6% | 0.13% | -1.5% |
| Q1 2021 | $1,597,000 | +22.7% | 22,942 | +14.2% | 0.13% | +7.3% |
| Q4 2020 | $1,302,000 | – | 20,091 | – | 0.12% | – |
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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% |