ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $475,767 | +30.3% | 6,496 | +35.3% | 0.02% | +33.3% |
Q2 2023 | $365,088 | +8.6% | 4,800 | 0.0% | 0.01% | +9.1% |
Q1 2023 | $336,288 | +9.4% | 4,800 | 0.0% | 0.01% | -15.4% |
Q4 2022 | $307,440 | +7.5% | 4,800 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $286,000 | -7.1% | 4,800 | 0.0% | 0.01% | -7.1% |
Q2 2022 | $308,000 | -16.8% | 4,800 | 0.0% | 0.01% | -6.7% |
Q1 2022 | $370,000 | -4.6% | 4,800 | -3.6% | 0.02% | +7.1% |
Q4 2021 | $388,000 | -26.1% | 4,979 | -32.6% | 0.01% | -33.3% |
Q3 2021 | $525,000 | +0.2% | 7,385 | 0.0% | 0.02% | -4.5% |
Q2 2021 | $524,000 | -3.1% | 7,385 | -9.9% | 0.02% | -15.4% |
Q1 2021 | $541,000 | +4.8% | 8,200 | 0.0% | 0.03% | -7.1% |
Q4 2020 | $516,000 | +14.7% | 8,200 | +2.5% | 0.03% | 0.0% |
Q3 2020 | $450,000 | -7.2% | 8,000 | -13.0% | 0.03% | -12.5% |
Q2 2020 | $485,000 | +23.4% | 9,200 | +4.5% | 0.03% | 0.0% |
Q1 2020 | $393,000 | -25.7% | 8,800 | -10.2% | 0.03% | -20.0% |
Q4 2019 | $529,000 | +37.0% | 9,800 | +25.6% | 0.04% | +21.2% |
Q3 2019 | $386,000 | – | 7,800 | – | 0.03% | – |
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% |