ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,989 | +113827.9% | 642 | +0.9% | 0.02% | +17.6% |
| Q4 2022 | $43 | -99.9% | 636 | +0.8% | 0.02% | 0.0% |
| Q3 2022 | $40,000 | -9.1% | 631 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $44,000 | -6.4% | 631 | +1.3% | 0.02% | -5.3% |
| Q1 2022 | $47,000 | -4.1% | 623 | 0.0% | 0.02% | +5.6% |
| Q4 2021 | $49,000 | +11.4% | 623 | +0.8% | 0.02% | +20.0% |
| Q3 2021 | $44,000 | 0.0% | 618 | 0.0% | 0.02% | +7.1% |
| Q2 2021 | $44,000 | +10.0% | 618 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $40,000 | +2.6% | 613 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $39,000 | +14.7% | 613 | +0.7% | 0.02% | 0.0% |
| Q3 2020 | $34,000 | +6.2% | 609 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $32,000 | – | 609 | – | 0.02% | – |
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% |