ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 192 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,188,795 | -26.1% | 16,231 | -23.2% | 0.08% | -23.8% |
| Q2 2023 | $1,608,094 | -12.8% | 21,142 | -19.7% | 0.10% | -17.3% |
| Q1 2023 | $1,845,031 | -3.0% | 26,335 | -11.3% | 0.13% | -11.8% |
| Q4 2022 | $1,901,837 | +4904.8% | 29,693 | +4447.2% | 0.14% | +4700.0% |
| Q3 2022 | $38,000 | +216.7% | 653 | +226.5% | 0.00% | +200.0% |
| Q2 2022 | $12,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -84.7% | 200 | -84.1% | 0.00% | -87.5% |
| Q4 2021 | $98,000 | +600.0% | 1,259 | +529.5% | 0.01% | +700.0% |
| Q3 2021 | $14,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 42,658 | $1,956,000 | 1.12% |
| BigSur Wealth Management LLC | 32,598 | $1,495,000 | 1.09% |
| Capital Advisors, Ltd. LLC | 63,968 | $2,933,000 | 0.92% |
| ASSETMARK, INC | 1,608,822 | $73,764,000 | 0.72% |
| Carroll Financial Associates, Inc. | 121,248 | $5,559,000 | 0.59% |
| 180 WEALTH ADVISORS, LLC | 17,655 | $809,000 | 0.40% |
| Curbstone Financial Management Corp | 23,300 | $1,068,000 | 0.30% |
| Dorsey & Whitney Trust CO LLC | 36,350 | $1,667,000 | 0.29% |
| GFS Advisors, LLC | 29,000 | $1,330,000 | 0.28% |
| MFA WEALTH ADVISORS, LLC | 7,732 | $374,000 | 0.25% |