ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 192 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |