Per Stirling Capital Management, LLC. - ISHARES TR ownership

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
Per Stirling Capital Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,182,979
-7.1%
179,997
-3.5%
2.74%
-5.2%
Q2 2023$14,189,193
+4.8%
186,553
-3.5%
2.89%
-1.1%
Q1 2023$13,540,612
+8.7%
193,272
-0.6%
2.92%
+28.8%
Q4 2022$12,453,858194,4402.27%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Flagship Private Wealth, LLC 48,356$3,098,626,0002.88%
Clear Perspectives Financial Planning, LLC 65,548$4,124,0002.61%
Bluesphere Advisors, LLC 19,146$1,204,0001.29%
180 WEALTH ADVISORS, LLC 64,709$4,108,0001.18%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 38,322$2,411,0001.15%
Connecticut Wealth Management, LLC 120,902$7,606,0000.81%
Capital Advisors, Ltd. LLC 53,653$3,375,0000.74%
FAGAN ASSOCIATES, INC. 41,793$2,629,0000.66%
Carroll Financial Associates, Inc. 130,707$8,222,0000.55%
HOWARD WEALTH MANAGEMENT, LLC 12,344$776,0000.48%
View complete list of ISHARES TR shareholders