ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $296,000 | -26.7% | 6,450 | +45.8% | 0.24% | -27.7% |
| Q1 2018 | $404,000 | -1.5% | 4,425 | 0.0% | 0.33% | +10.4% |
| Q4 2017 | $410,000 | +5.1% | 4,425 | 0.0% | 0.30% | -0.3% |
| Q3 2017 | $390,000 | +15.0% | 4,425 | -6.3% | 0.30% | +29.0% |
| Q2 2016 | $339,000 | -0.3% | 4,725 | 0.0% | 0.23% | +4.1% |
| Q1 2016 | $340,000 | +5.6% | 4,725 | +6.8% | 0.22% | +4.2% |
| Q4 2015 | $322,000 | -1.5% | 4,425 | -6.3% | 0.21% | -7.8% |
| Q3 2015 | $327,000 | – | 4,725 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 317,648 | $17,884,000 | 5.42% |
| Fluent Financial, LLC | 125,675 | $7,076,000 | 4.25% |
| 180 WEALTH ADVISORS, LLC | 66,091 | $3,790,000 | 1.42% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 38,322 | $2,158,000 | 1.19% |
| Connecticut Wealth Management, LLC | 129,476 | $7,289,000 | 0.80% |
| Capital Advisors, Ltd. LLC | 52,481 | $2,955,000 | 0.74% |
| FAGAN ASSOCIATES, INC. | 40,522 | $2,281,000 | 0.65% |
| Carroll Financial Associates, Inc. | 130,565 | $7,350,000 | 0.57% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 9,133 | $534,000 | 0.50% |
| HOWARD WEALTH MANAGEMENT, LLC | 11,884 | $669,000 | 0.48% |