ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 166 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $670,364 | +8.0% | 8,325 | -1.8% | 0.22% | -21.0% |
| Q3 2023 | $620,892 | -6.1% | 8,478 | -2.5% | 0.28% | -17.8% |
| Q2 2023 | $661,532 | +1596.2% | 8,698 | +1225.9% | 0.34% | +1325.0% |
| Q3 2022 | $39,000 | -7.1% | 656 | -0.6% | 0.02% | +4.3% |
| Q2 2022 | $42,000 | +55.6% | 660 | +88.0% | 0.02% | +91.7% |
| Q1 2022 | $27,000 | 0.0% | 351 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $27,000 | +8.0% | 351 | +0.6% | 0.01% | -14.3% |
| Q3 2021 | $25,000 | 0.0% | 349 | -1.7% | 0.01% | 0.0% |
| Q2 2021 | $25,000 | +8.7% | 355 | +1.1% | 0.01% | 0.0% |
| Q1 2021 | $23,000 | +4.5% | 351 | 0.0% | 0.01% | -17.6% |
| Q4 2020 | $22,000 | +15.8% | 351 | +0.6% | 0.02% | -5.6% |
| Q3 2020 | $19,000 | – | 349 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crumly & Associates Inc. | 92,396 | $4,984,000 | 5.16% |
| Fluent Financial, LLC | 122,766 | $6,622,000 | 4.06% |
| Systelligence, LLC | 129,455 | $6,983,000 | 2.56% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 45,972 | $2,480,000 | 1.63% |
| 180 WEALTH ADVISORS, LLC | 59,209 | $3,252,000 | 1.30% |
| Connecticut Wealth Management, LLC | 195,562 | $10,549,000 | 1.16% |
| BigSur Wealth Management LLC | 36,600 | $1,974,000 | 1.12% |
| Capital Advisors, Ltd. LLC | 50,910 | $2,746,000 | 0.70% |
| Carroll Financial Associates, Inc. | 140,577 | $7,582,000 | 0.60% |
| HOWARD WEALTH MANAGEMENT, LLC | 11,643 | $628,000 | 0.52% |