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 2022 | $66,000 | -7.0% | 1,123 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $71,000 | -15.5% | 1,123 | +1.3% | 0.02% | -5.0% |
| Q1 2022 | $84,000 | -2.3% | 1,109 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $86,000 | +10.3% | 1,109 | +0.7% | 0.02% | 0.0% |
| Q3 2021 | $78,000 | 0.0% | 1,101 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $78,000 | +8.3% | 1,101 | +0.8% | 0.02% | 0.0% |
| Q1 2021 | $72,000 | +4.3% | 1,092 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $69,000 | +13.1% | 1,092 | +0.7% | 0.02% | 0.0% |
| Q3 2020 | $61,000 | +7.0% | 1,084 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $57,000 | +23.9% | 1,084 | +0.9% | 0.02% | -4.5% |
| Q1 2020 | $46,000 | -20.7% | 1,074 | 0.0% | 0.02% | +15.8% |
| Q4 2019 | $58,000 | +11.5% | 1,074 | +0.8% | 0.02% | 0.0% |
| Q3 2019 | $52,000 | +18.2% | 1,065 | +18.1% | 0.02% | +18.8% |
| Q2 2019 | $44,000 | – | 902 | – | 0.02% | – |
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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% |