Ascent Group, LLC - ISHARES TR ownership

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
Ascent Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,333,357
-43.8%
17,711
-52.4%
0.15%
-49.0%
Q3 2022$2,372,000
+53.8%
37,204
+66.9%
0.29%
+56.5%
Q2 2022$1,542,00022,2960.18%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Flagship Private Wealth, LLC 48,356$3,098,626,0002.88%
Clear Perspectives Financial Planning, LLC 65,548$4,124,0002.61%
Bluesphere Advisors, LLC 19,146$1,204,0001.29%
180 WEALTH ADVISORS, LLC 64,709$4,108,0001.18%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 38,322$2,411,0001.15%
Connecticut Wealth Management, LLC 120,902$7,606,0000.81%
Capital Advisors, Ltd. LLC 53,653$3,375,0000.74%
FAGAN ASSOCIATES, INC. 41,793$2,629,0000.66%
Carroll Financial Associates, Inc. 130,707$8,222,0000.55%
HOWARD WEALTH MANAGEMENT, LLC 12,344$776,0000.48%
View complete list of ISHARES TR shareholders