Sowell Financial Services LLC - ISHARES TR ownership

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
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$203
-100.0%
2,896
-85.1%
0.02%
-81.6%
Q4 2021$1,518,000
-2.3%
19,452
-10.9%
0.09%
-17.1%
Q3 2021$1,553,000
-28.2%
21,828
-28.3%
0.10%
-26.6%
Q2 2021$2,163,000
-34.8%
30,463
-36.0%
0.14%
+23.3%
Q1 2021$3,320,000
+174.2%
47,614
+147.4%
0.12%
+123.1%
Q4 2020$1,211,000
+31.8%
19,246
+17.9%
0.05%
+13.0%
Q3 2020$919,000
+13.9%
16,324
+6.8%
0.05%
+4.5%
Q2 2020$807,000
+404.4%
15,290
+327.0%
0.04%
+266.7%
Q1 2020$160,000
-17.1%
3,5810.0%0.01%
-20.0%
Q4 2019$193,000
+9.0%
3,581
+0.3%
0.02%0.0%
Q3 2019$177,0003,5700.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
BigSur Wealth Management LLC 18,299$1,670,0001.19%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 21,329$1,946,0000.97%
Capital Advisors, Ltd. LLC 31,985$2,919,0000.94%
180 WEALTH ADVISORS, LLC 13,337$1,215,0000.63%
Carroll Financial Associates, Inc. 60,523$5,523,0000.61%
Daniel Devine & Co 4,425$404,0000.33%
Curbstone Financial Management Corp 12,650$1,154,0000.33%
GFS Advisors, LLC 14,500$1,323,0000.27%
FLAGSHIP HARBOR ADVISORS, LLC 8,844$790,0000.24%
Dorsey & Whitney Trust CO LLC 13,650$1,246,0000.23%
View complete list of ISHARES TR shareholders