ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 152 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $459,000 | +0.2% | 6,450 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $458,000 | +7.5% | 6,450 | 0.0% | 0.10% | 0.0% |
| Q1 2021 | $426,000 | +4.9% | 6,450 | 0.0% | 0.10% | +4.0% |
| Q4 2020 | $406,000 | +0.2% | 6,450 | -10.3% | 0.10% | +16.1% |
| Q3 2020 | $405,000 | +6.9% | 7,190 | 0.0% | 0.09% | +2.4% |
| Q2 2020 | $379,000 | +18.1% | 7,190 | 0.0% | 0.08% | -6.6% |
| Q1 2020 | $321,000 | -17.3% | 7,190 | 0.0% | 0.09% | +2.2% |
| Q4 2019 | $388,000 | +21.6% | 7,190 | +11.5% | 0.09% | -4.3% |
| Q3 2019 | $319,000 | +1.3% | 6,450 | 0.0% | 0.09% | +4.5% |
| Q2 2019 | $315,000 | +2.6% | 6,450 | 0.0% | 0.09% | -5.3% |
| Q1 2019 | $307,000 | +12.5% | 6,450 | 0.0% | 0.09% | -25.4% |
| Q4 2018 | $273,000 | – | 6,450 | – | 0.13% | – |
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% |