ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 189 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| BigSur Wealth Management LLC | 18,299 | $1,670,000 | 1.19% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 21,329 | $1,946,000 | 0.97% |
| Capital Advisors, Ltd. LLC | 31,985 | $2,919,000 | 0.94% |
| 180 WEALTH ADVISORS, LLC | 13,337 | $1,215,000 | 0.63% |
| Carroll Financial Associates, Inc. | 60,523 | $5,523,000 | 0.61% |
| Daniel Devine & Co | 4,425 | $404,000 | 0.33% |
| Curbstone Financial Management Corp | 12,650 | $1,154,000 | 0.33% |
| GFS Advisors, LLC | 14,500 | $1,323,000 | 0.27% |
| FLAGSHIP HARBOR ADVISORS, LLC | 8,844 | $790,000 | 0.24% |
| Dorsey & Whitney Trust CO LLC | 13,650 | $1,246,000 | 0.23% |