ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,967,177 | +276.3% | 299,914 | +290.7% | 0.03% | +220.0% |
| Q2 2023 | $5,838,087 | +20.2% | 76,759 | +10.8% | 0.01% | +11.1% |
| Q1 2023 | $4,856,427 | +9.5% | 69,293 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $4,433,397 | -62.0% | 69,212 | -64.7% | 0.01% | -66.7% |
| Q3 2022 | $11,668,000 | +32.7% | 196,006 | +42.8% | 0.03% | +42.1% |
| Q2 2022 | $8,796,000 | +107.0% | 137,278 | +159.3% | 0.02% | +137.5% |
| Q1 2022 | $4,250,000 | +70.9% | 52,932 | +66.1% | 0.01% | +60.0% |
| Q4 2021 | $2,487,000 | +2.1% | 31,877 | -7.0% | 0.01% | 0.0% |
| Q3 2021 | $2,437,000 | +20.8% | 34,280 | +20.6% | 0.01% | +25.0% |
| Q2 2021 | $2,018,000 | +8.0% | 28,420 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $1,869,000 | +22.0% | 28,300 | +16.3% | 0.00% | 0.0% |
| Q4 2020 | $1,532,000 | +20.3% | 24,335 | +7.0% | 0.00% | 0.0% |
| Q3 2020 | $1,273,000 | -77.6% | 22,745 | -78.8% | 0.00% | -78.9% |
| Q2 2020 | $5,672,000 | +513.2% | 107,508 | +420.2% | 0.02% | +375.0% |
| Q1 2020 | $925,000 | – | 20,665 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flagship Private Wealth, LLC | 48,356 | $3,098,626,000 | 2.88% |
| Clear Perspectives Financial Planning, LLC | 65,548 | $4,124,000 | 2.61% |
| Bluesphere Advisors, LLC | 19,146 | $1,204,000 | 1.29% |
| 180 WEALTH ADVISORS, LLC | 64,709 | $4,108,000 | 1.18% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 38,322 | $2,411,000 | 1.15% |
| Connecticut Wealth Management, LLC | 120,902 | $7,606,000 | 0.81% |
| Capital Advisors, Ltd. LLC | 53,653 | $3,375,000 | 0.74% |
| FAGAN ASSOCIATES, INC. | 41,793 | $2,629,000 | 0.66% |
| Carroll Financial Associates, Inc. | 130,707 | $8,222,000 | 0.55% |
| HOWARD WEALTH MANAGEMENT, LLC | 12,344 | $776,000 | 0.48% |