Connectus Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 229 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Connectus Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$20,685,630
+21.6%
231,357
+9.5%
0.57%
+62.6%
Q4 2023$17,005,663
+1851.0%
211,198
+1674.6%
0.35%
+1731.6%
Q3 2023$871,629
-8.5%
11,901
-4.9%
0.02%
-13.6%
Q2 2023$952,195
+7.4%
12,519
-1.1%
0.02%0.0%
Q1 2023$886,96012,6600.02%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Crumly & Associates Inc. 92,396$4,984,0005.16%
Fluent Financial, LLC 122,766$6,622,0004.06%
Systelligence, LLC 129,455$6,983,0002.56%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 45,972$2,480,0001.63%
180 WEALTH ADVISORS, LLC 59,209$3,252,0001.30%
Connecticut Wealth Management, LLC 195,562$10,549,0001.16%
BigSur Wealth Management LLC 36,600$1,974,0001.12%
Capital Advisors, Ltd. LLC 50,910$2,746,0000.70%
Carroll Financial Associates, Inc. 140,577$7,582,0000.60%
HOWARD WEALTH MANAGEMENT, LLC 11,643$628,0000.52%
View complete list of ISHARES TR shareholders