ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 163 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,944,934 | +0.2% | 56,308 | -8.4% | 0.70% | -36.3% |
| Q4 2022 | $3,937,050 | +2.3% | 61,468 | -4.9% | 1.09% | -2.4% |
| Q3 2022 | $3,847,000 | -7.0% | 64,629 | +0.1% | 1.12% | +65.1% |
| Q2 2022 | $4,135,000 | +332.5% | 64,546 | +413.2% | 0.68% | +433.1% |
| Q1 2022 | $956,000 | -10.6% | 12,576 | -8.2% | 0.13% | -0.8% |
| Q4 2021 | $1,069,000 | +9.2% | 13,702 | -0.5% | 0.13% | +0.8% |
| Q3 2021 | $979,000 | +26.0% | 13,768 | +25.7% | 0.13% | +19.8% |
| Q2 2021 | $777,000 | -15.7% | 10,950 | -21.6% | 0.11% | -21.5% |
| Q1 2021 | $922,000 | -90.6% | 13,965 | -87.4% | 0.14% | -95.1% |
| Q3 2017 | $9,800,000 | – | 111,077 | – | 2.78% | – |
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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% |