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 | $3,973 | -3.7% | 54,245 | 0.0% | 0.61% | -1.1% |
| Q2 2023 | $4,126 | +8.3% | 54,245 | -0.3% | 0.62% | -1.6% |
| Q1 2023 | $3,811 | +8.6% | 54,396 | -0.7% | 0.63% | +2.6% |
| Q4 2022 | $3,509 | -99.9% | 54,782 | +0.0% | 0.61% | -3.9% |
| Q3 2022 | $3,260,000 | -7.7% | 54,778 | -0.7% | 0.64% | -4.1% |
| Q2 2022 | $3,533,000 | -16.5% | 55,139 | -0.9% | 0.66% | -5.8% |
| Q1 2022 | $4,230,000 | -2.7% | 55,627 | -0.2% | 0.70% | +0.1% |
| Q4 2021 | $4,348,000 | +9.4% | 55,741 | -0.3% | 0.70% | -1.0% |
| Q3 2021 | $3,975,000 | +1.4% | 55,881 | +1.2% | 0.71% | +0.9% |
| Q2 2021 | $3,920,000 | +7.7% | 55,222 | +0.1% | 0.70% | +5.2% |
| Q1 2021 | $3,641,000 | +7.9% | 55,157 | +2.8% | 0.67% | -10.3% |
| Q4 2020 | $3,375,000 | +14.2% | 53,653 | +2.2% | 0.74% | +1.1% |
| Q3 2020 | $2,955,000 | +6.2% | 52,481 | -0.4% | 0.74% | +0.4% |
| Q2 2020 | $2,782,000 | +19.3% | 52,707 | +0.9% | 0.73% | +0.4% |
| Q1 2020 | $2,332,000 | -15.1% | 52,217 | +2.6% | 0.73% | +4.4% |
| Q4 2019 | $2,746,000 | +9.1% | 50,910 | -0.4% | 0.70% | +0.4% |
| Q3 2019 | $2,517,000 | +0.8% | 51,138 | 0.0% | 0.70% | -1.3% |
| Q2 2019 | $2,498,000 | -11.4% | 51,138 | -13.8% | 0.71% | -7.5% |
| Q1 2019 | $2,820,000 | +3.0% | 59,303 | -8.2% | 0.76% | -5.6% |
| Q4 2018 | $2,739,000 | -12.2% | 64,607 | +1.1% | 0.81% | -8.2% |
| Q3 2018 | $3,118,000 | +6.3% | 63,874 | -0.1% | 0.88% | -3.9% |
| Q2 2018 | $2,933,000 | +0.5% | 63,968 | +100.0% | 0.92% | -3.1% |
| Q1 2018 | $2,919,000 | +7.4% | 31,985 | +9.0% | 0.94% | +5.4% |
| Q4 2017 | $2,718,000 | +7.9% | 29,353 | +2.8% | 0.90% | +1.6% |
| Q3 2017 | $2,519,000 | +12.3% | 28,553 | +7.2% | 0.88% | +7.0% |
| Q2 2017 | $2,243,000 | +6.3% | 26,634 | +3.1% | 0.82% | +1.5% |
| Q1 2017 | $2,111,000 | -20.5% | 25,822 | -25.4% | 0.81% | -25.9% |
| Q4 2016 | $2,656,000 | +59.7% | 34,620 | +56.1% | 1.10% | +50.1% |
| Q3 2016 | $1,663,000 | +6.2% | 22,184 | +1.5% | 0.73% | -0.7% |
| Q2 2016 | $1,566,000 | -0.1% | 21,846 | +0.2% | 0.74% | -5.6% |
| Q1 2016 | $1,567,000 | +1.6% | 21,792 | +2.9% | 0.78% | -3.0% |
| Q4 2015 | $1,543,000 | +91.9% | 21,188 | +82.4% | 0.80% | +81.5% |
| Q3 2015 | $804,000 | +14.7% | 11,614 | +24.6% | 0.44% | +22.0% |
| Q2 2015 | $701,000 | +40.8% | 9,319 | +44.0% | 0.36% | +40.7% |
| Q1 2015 | $498,000 | +383.5% | 6,471 | +377.9% | 0.26% | +360.7% |
| Q4 2014 | $103,000 | +930.0% | 1,354 | +867.1% | 0.06% | +833.3% |
| Q3 2014 | $10,000 | -66.7% | 140 | -63.4% | 0.01% | -64.7% |
| Q2 2014 | $30,000 | 0.0% | 383 | 0.0% | 0.02% | -5.6% |
| Q1 2014 | $30,000 | +36.4% | 383 | +36.8% | 0.02% | +20.0% |
| Q4 2013 | $22,000 | – | 280 | – | 0.02% | – |
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% |