ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 186 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,988 | -0.5% | 5,120 | +3.3% | 0.19% | +2.7% |
| Q2 2023 | $377,023 | +27.1% | 4,957 | +17.1% | 0.18% | +18.1% |
| Q1 2023 | $296,571 | +18.2% | 4,233 | +8.1% | 0.16% | -9.4% |
| Q4 2022 | $250,826 | -27.3% | 3,916 | -11.4% | 0.17% | -14.5% |
| Q4 2021 | $345,000 | +762.5% | 4,422 | +678.5% | 0.20% | +700.0% |
| Q3 2021 | $40,000 | +344.4% | 568 | +369.4% | 0.02% | +316.7% |
| Q2 2021 | $9,000 | – | 121 | – | 0.01% | – |
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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% |