Per Stirling Capital Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 226 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2023
NameSharesValueWeighting ↓
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 42,658$2,082,0001.19%
BigSur Wealth Management LLC 36,598$1,786,0001.12%
Redhawk Wealth Advisors, Inc. 33,601$1,640,0000.90%
Capital Advisors, Ltd. LLC 63,874$3,118,0000.88%
Carroll Financial Associates, Inc. 123,094$6,008,0000.64%
PVG ASSET MANAGEMENT CORP 15,365$749,0000.54%
180 WEALTH ADVISORS, LLC 22,399$1,093,0000.50%
GFS Advisors, LLC 29,000$1,415,0000.36%
LOEB PARTNERS CORP 16,800$820,0000.30%
Curbstone Financial Management Corp 22,600$1,103,0000.29%
View complete list of ISHARES TR shareholders