ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $125 | -3.8% | 1,703 | 0.0% | 0.04% | -6.2% |
| Q2 2023 | $130 | +9.2% | 1,703 | +0.1% | 0.05% | +9.1% |
| Q1 2023 | $119 | +9.2% | 1,701 | 0.0% | 0.04% | +2.3% |
| Q4 2022 | $109 | -99.1% | 1,701 | +750.5% | 0.04% | +616.7% |
| Q3 2022 | $12,000 | -7.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 200 | +1.5% | 0.01% | +20.0% |
| Q1 2022 | $15,000 | 0.0% | 197 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 197 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $14,000 | 0.0% | 196 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $14,000 | +7.7% | 196 | +1.0% | 0.01% | -14.3% |
| Q1 2021 | $13,000 | +8.3% | 194 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $12,000 | +9.1% | 194 | +0.5% | 0.01% | -14.3% |
| Q3 2020 | $11,000 | +10.0% | 193 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 193 | +1.0% | 0.01% | -12.5% |
| Q1 2020 | $9,000 | -10.0% | 191 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $10,000 | +11.1% | 191 | +1.1% | 0.01% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 189 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 189 | +1.1% | 0.01% | -12.5% |
| Q1 2019 | $9,000 | – | 187 | – | 0.01% | – |
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% |