ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 138 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,779,054 | +5.0% | 22,095 | -4.5% | 0.11% | -3.5% |
| Q3 2023 | $1,694,198 | +9.8% | 23,132 | -10.8% | 0.12% | -10.2% |
| Q3 2022 | $1,543,000 | +68.3% | 25,919 | +81.2% | 0.13% | +66.2% |
| Q2 2022 | $917,000 | +19.1% | 14,307 | -1.9% | 0.08% | -30.6% |
| Q2 2020 | $770,000 | -19.8% | 14,586 | -18.0% | 0.11% | -54.5% |
| Q4 2019 | $960,000 | – | 17,796 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crumly & Associates Inc. | 92,396 | $4,984,000 | 5.16% |
| Fluent Financial, LLC | 122,766 | $6,622,000 | 4.06% |
| Systelligence, LLC | 129,455 | $6,983,000 | 2.56% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 45,972 | $2,480,000 | 1.63% |
| 180 WEALTH ADVISORS, LLC | 59,209 | $3,252,000 | 1.30% |
| Connecticut Wealth Management, LLC | 195,562 | $10,549,000 | 1.16% |
| BigSur Wealth Management LLC | 36,600 | $1,974,000 | 1.12% |
| Capital Advisors, Ltd. LLC | 50,910 | $2,746,000 | 0.70% |
| Carroll Financial Associates, Inc. | 140,577 | $7,582,000 | 0.60% |
| HOWARD WEALTH MANAGEMENT, LLC | 11,643 | $628,000 | 0.52% |