ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,589 | -3.7% | 404 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $30,728 | +9.6% | 404 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $28,024 | -71.1% | 400 | -73.5% | 0.00% | -66.7% |
| Q4 2022 | $96,844 | +1.9% | 1,512 | -5.1% | 0.00% | +50.0% |
| Q3 2022 | $95,000 | -7.8% | 1,594 | -1.1% | 0.00% | -33.3% |
| Q2 2022 | $103,000 | +6.2% | 1,612 | +26.9% | 0.00% | +50.0% |
| Q1 2022 | $97,000 | – | 1,270 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flagship Private Wealth, LLC | 63,944 | $4,629,597,000 | 3.52% |
| USAdvisors Wealth Management, LLC | 76,831 | $5,454,000 | 2.96% |
| Clear Perspectives Financial Planning, LLC | 61,195 | $4,344,000 | 2.10% |
| Bluesphere Advisors, LLC | 19,435 | $1,380,000 | 1.22% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 39,030 | $2,771,000 | 1.12% |
| 180 WEALTH ADVISORS, LLC | 62,098 | $4,562,000 | 1.04% |
| FAGAN ASSOCIATES, INC. | 51,195 | $3,634,000 | 0.78% |
| Connecticut Wealth Management, LLC | 120,497 | $8,554,000 | 0.75% |
| Capital Advisors, Ltd. LLC | 55,222 | $3,920,000 | 0.70% |
| RDA Financial Network | 18,469 | $1,311,000 | 0.58% |