ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 152 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $220,000 | -41.0% | 3,441 | -29.8% | 0.09% | -40.1% |
| Q1 2022 | $373,000 | -4.6% | 4,900 | -2.2% | 0.15% | -7.9% |
| Q4 2021 | $391,000 | +1.8% | 5,011 | -7.1% | 0.16% | -19.1% |
| Q3 2021 | $384,000 | -22.6% | 5,393 | -22.8% | 0.20% | -26.1% |
| Q2 2021 | $496,000 | -14.2% | 6,988 | -20.3% | 0.28% | -38.0% |
| Q1 2021 | $578,000 | +13.8% | 8,763 | -2.8% | 0.44% | +2.8% |
| Q4 2020 | $508,000 | – | 9,014 | – | 0.43% | – |
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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% |