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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $232,389 | -4.3% | 3,317 | -12.5% | 0.01% | -17.6% |
| Q4 2022 | $242,942 | -5.1% | 3,793 | -11.7% | 0.02% | -19.0% |
| Q3 2022 | $256,000 | -8.6% | 4,294 | -1.8% | 0.02% | -8.7% |
| Q2 2022 | $280,000 | -15.9% | 4,373 | 0.0% | 0.02% | -4.2% |
| Q1 2022 | $333,000 | -7.5% | 4,373 | -5.1% | 0.02% | -11.1% |
| Q4 2021 | $360,000 | +9.8% | 4,610 | 0.0% | 0.03% | -40.0% |
| Q3 2021 | $328,000 | -2.1% | 4,610 | -2.3% | 0.04% | -25.0% |
| Q2 2021 | $335,000 | +3.4% | 4,718 | -3.8% | 0.06% | -4.8% |
| Q1 2021 | $324,000 | +11.0% | 4,905 | -5.3% | 0.06% | -51.9% |
| Q3 2020 | $292,000 | -4.9% | 5,180 | -10.8% | 0.13% | -22.9% |
| Q2 2020 | $307,000 | -14.0% | 5,809 | -27.3% | 0.17% | -53.6% |
| Q1 2020 | $357,000 | -18.7% | 7,992 | 0.0% | 0.37% | -5.7% |
| Q4 2019 | $439,000 | +11.1% | 7,992 | 0.0% | 0.39% | -6.3% |
| Q3 2019 | $395,000 | -11.4% | 7,992 | -12.5% | 0.41% | -19.1% |
| Q2 2019 | $446,000 | -0.2% | 9,131 | -2.9% | 0.51% | -13.1% |
| Q1 2019 | $447,000 | +5.4% | 9,403 | 0.0% | 0.59% | +50.6% |
| Q4 2018 | $424,000 | – | 9,403 | – | 0.39% | – |
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% |