ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 186 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,788 | -13.8% | 2,719 | -27.4% | 0.06% | -22.5% |
| Q2 2022 | $240,000 | -15.2% | 3,745 | +0.7% | 0.07% | -4.1% |
| Q1 2022 | $283,000 | -4.7% | 3,719 | -2.4% | 0.07% | -3.9% |
| Q4 2021 | $297,000 | +4.6% | 3,811 | +0.0% | 0.08% | +2.7% |
| Q3 2021 | $284,000 | +5.2% | 3,810 | 0.0% | 0.08% | +1.4% |
| Q2 2021 | $270,000 | +8.0% | 3,810 | +0.7% | 0.07% | +2.8% |
| Q1 2021 | $250,000 | +11.6% | 3,783 | -5.1% | 0.07% | -10.0% |
| Q3 2020 | $224,000 | +5.7% | 3,987 | -0.8% | 0.08% | +1.3% |
| Q2 2020 | $212,000 | -1.9% | 4,021 | +0.5% | 0.08% | +8.2% |
| Q4 2019 | $216,000 | – | 4,000 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BigSur Wealth Management LLC | 18,299 | $1,670,000 | 1.19% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 21,329 | $1,946,000 | 0.97% |
| Capital Advisors, Ltd. LLC | 31,985 | $2,919,000 | 0.94% |
| 180 WEALTH ADVISORS, LLC | 13,337 | $1,215,000 | 0.63% |
| Carroll Financial Associates, Inc. | 60,523 | $5,523,000 | 0.61% |
| Daniel Devine & Co | 4,425 | $404,000 | 0.33% |
| Curbstone Financial Management Corp | 12,650 | $1,154,000 | 0.33% |
| GFS Advisors, LLC | 14,500 | $1,323,000 | 0.27% |
| FLAGSHIP HARBOR ADVISORS, LLC | 8,844 | $790,000 | 0.24% |
| Dorsey & Whitney Trust CO LLC | 13,650 | $1,246,000 | 0.23% |