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 2021 | $51,221 | +0.2% | 720 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $51,113 | +7.5% | 720 | 0.0% | 0.00% | -33.3% |
Q1 2021 | $47,527 | +4.9% | 720 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $45,295 | +11.7% | 720 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $40,536 | +6.7% | 720 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $38,002 | +18.2% | 720 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $32,155 | -17.2% | 720 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $38,837 | +9.1% | 720 | 0.0% | 0.00% | -25.0% |
Q3 2019 | $35,604 | +1.2% | 720 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $35,165 | +2.7% | 720 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $34,236 | +12.1% | 720 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $30,528 | -13.1% | 720 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $35,143 | +6.5% | 720 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $33,012 | +0.5% | 720 | +100.0% | 0.00% | 0.0% |
Q1 2018 | $32,854 | -1.5% | 360 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $33,340 | +5.0% | 360 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $31,763 | – | 360 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Flagship Private Wealth, LLC | 63,944 | $4,629,597,000 | 3.52% |
USAdvisors Wealth Management, LLC | 76,831 | $5,454,000 | 2.96% |
Clear Perspectives Financial Planning, LLC | 61,195 | $4,344,000 | 2.10% |
Bluesphere Advisors, LLC | 19,435 | $1,380,000 | 1.22% |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 39,030 | $2,771,000 | 1.12% |
180 WEALTH ADVISORS, LLC | 62,098 | $4,562,000 | 1.04% |
FAGAN ASSOCIATES, INC. | 51,195 | $3,634,000 | 0.78% |
Connecticut Wealth Management, LLC | 120,497 | $8,554,000 | 0.75% |
Capital Advisors, Ltd. LLC | 55,222 | $3,920,000 | 0.70% |
RDA Financial Network | 18,469 | $1,311,000 | 0.58% |