ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 226 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 3,581 | 0.0% | 0.01% | -20.0% |
Q4 2019 | $193,000 | +9.0% | 3,581 | +0.3% | 0.02% | 0.0% |
Q3 2019 | $177,000 | – | 3,570 | – | 0.02% | – |
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% |