ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 165 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $442,979 | +13.2% | 4,587 | +4.8% | 0.05% | +4.4% |
Q1 2024 | $391,414 | +22.5% | 4,378 | +10.3% | 0.04% | +12.5% |
Q4 2023 | $319,563 | +23.1% | 3,969 | +12.0% | 0.04% | +11.1% |
Q3 2023 | $259,571 | -70.6% | 3,544 | -76.1% | 0.04% | -74.1% |
Q3 2022 | $884,000 | -60.6% | 14,847 | -57.6% | 0.14% | -58.9% |
Q2 2022 | $2,242,000 | -16.4% | 34,986 | -0.8% | 0.34% | -7.4% |
Q1 2022 | $2,682,000 | +9.7% | 35,272 | +12.6% | 0.36% | +11.6% |
Q4 2021 | $2,444,000 | +5.2% | 31,334 | -4.0% | 0.33% | -5.5% |
Q3 2021 | $2,323,000 | -6.3% | 32,648 | -6.5% | 0.35% | -7.7% |
Q2 2021 | $2,480,000 | +27.4% | 34,933 | +18.5% | 0.38% | +14.3% |
Q1 2021 | $1,946,000 | – | 29,485 | – | 0.33% | – |
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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% |