ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 255 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $529,188 | +7.1% | 5,479 | -2.4% | 0.00% | 0.0% |
| Q1 2024 | $494,101 | -25.2% | 5,613 | -31.6% | 0.00% | -50.0% |
| Q4 2023 | $660,550 | +170.0% | 8,204 | +145.6% | 0.00% | +100.0% |
| Q3 2023 | $244,622 | -51.8% | 3,340 | -49.9% | 0.00% | -50.0% |
| Q2 2023 | $507,545 | +55.9% | 6,673 | +43.6% | 0.00% | +100.0% |
| Q1 2023 | $325,499 | – | 4,646 | – | 0.00% | – |
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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% |