ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,183 | +94064.3% | 180 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $14 | +7.7% | 180 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $13 | +8.3% | 180 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $12 | -99.9% | 180 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 180 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $12,000 | -14.3% | 180 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $14,000 | 0.0% | 180 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $14,000 | +7.7% | 180 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 180 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $12,000 | +9.1% | 180 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 180 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 180 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,000 | -10.0% | 180 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $10,000 | +11.1% | 180 | 0.0% | 0.01% | +16.7% |
| Q3 2019 | $9,000 | 0.0% | 180 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $9,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 180 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $8,000 | 0.0% | 180 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $8,000 | -11.1% | 180 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $9,000 | +12.5% | 180 | +100.0% | 0.01% | 0.0% |
| Q1 2018 | $8,000 | 0.0% | 90 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $8,000 | – | 90 | – | 0.01% | – |
Download | ||||||
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% |