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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,384,895 | -5.1% | 18,909 | -1.5% | 0.02% | -4.5% |
| Q2 2023 | $1,460,048 | +6.0% | 19,196 | -2.4% | 0.02% | 0.0% |
| Q1 2023 | $1,377,450 | +3.9% | 19,661 | -5.0% | 0.02% | -4.3% |
| Q4 2022 | $1,325,899 | +6.2% | 20,701 | -1.3% | 0.02% | 0.0% |
| Q3 2022 | $1,248,000 | -6.7% | 20,966 | +0.5% | 0.02% | -8.0% |
| Q2 2022 | $1,337,000 | -16.1% | 20,867 | -0.4% | 0.02% | 0.0% |
| Q1 2022 | $1,593,000 | -2.5% | 20,951 | -0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,634,000 | +14.4% | 20,952 | +4.4% | 0.02% | 0.0% |
| Q3 2021 | $1,428,000 | +6.1% | 20,067 | +5.8% | 0.02% | +8.7% |
| Q2 2021 | $1,346,000 | -99.9% | 18,959 | -44.5% | 0.02% | +15.0% |
| Q1 2021 | $2,253,846,000 | – | 34,144 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flagship Private Wealth, LLC | 63,944 | $4,629,597,000 | 3.52% |
| USAdvisors Wealth Management, LLC | 76,831 | $5,454,000 | 2.96% |
| Clear Perspectives Financial Planning, LLC | 61,195 | $4,344,000 | 2.10% |
| Bluesphere Advisors, LLC | 19,435 | $1,380,000 | 1.22% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 39,030 | $2,771,000 | 1.12% |
| 180 WEALTH ADVISORS, LLC | 62,098 | $4,562,000 | 1.04% |
| FAGAN ASSOCIATES, INC. | 51,195 | $3,634,000 | 0.78% |
| Connecticut Wealth Management, LLC | 120,497 | $8,554,000 | 0.75% |
| Capital Advisors, Ltd. LLC | 55,222 | $3,920,000 | 0.70% |
| RDA Financial Network | 18,469 | $1,311,000 | 0.58% |