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 | $823,584 | -3.9% | 11,245 | -0.2% | 0.50% | -1.2% |
| Q2 2023 | $857,121 | +13.0% | 11,269 | +4.1% | 0.50% | +18.7% |
| Q1 2023 | $758,546 | +9.6% | 10,827 | +0.2% | 0.42% | +5.0% |
| Q4 2022 | $692,002 | +8.0% | 10,804 | +0.4% | 0.40% | -4.3% |
| Q3 2022 | $641,000 | -7.1% | 10,763 | 0.0% | 0.42% | +0.5% |
| Q2 2022 | $690,000 | -15.3% | 10,763 | +0.4% | 0.42% | -11.8% |
| Q1 2022 | $815,000 | +2.4% | 10,715 | +5.0% | 0.47% | +4.9% |
| Q4 2021 | $796,000 | +9.9% | 10,203 | +0.3% | 0.45% | +1.1% |
| Q3 2021 | $724,000 | +163.3% | 10,175 | +162.2% | 0.45% | +164.5% |
| Q2 2021 | $275,000 | +35.5% | 3,880 | +26.1% | 0.17% | +27.1% |
| Q1 2021 | $203,000 | +70.6% | 3,076 | +62.6% | 0.13% | +46.2% |
| Q4 2020 | $119,000 | +12.3% | 1,892 | +0.5% | 0.09% | 0.0% |
| Q3 2020 | $106,000 | +7.1% | 1,882 | 0.0% | 0.09% | -5.2% |
| Q2 2020 | $99,000 | +19.3% | 1,882 | +0.7% | 0.10% | -5.0% |
| Q1 2020 | $83,000 | -17.8% | 1,869 | 0.0% | 0.10% | -3.8% |
| Q4 2019 | $101,000 | – | 1,869 | – | 0.10% | – |
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% |