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 2023 | $267,180 | +16.2% | 3,648 | +20.6% | 0.00% | – |
| Q2 2023 | $230,005 | +152.8% | 3,024 | +132.6% | 0.00% | – |
| Q1 2023 | $91,000 | +142087.5% | 1,300 | +30.0% | 0.00% | – |
| Q4 2022 | $64 | -99.9% | 1,000 | 0.0% | 0.00% | – |
| Q3 2022 | $60,000 | -53.1% | 1,000 | -50.0% | 0.00% | – |
| Q2 2022 | $128,000 | -15.8% | 2,000 | 0.0% | 0.00% | – |
| Q1 2022 | $152,000 | -28.0% | 2,000 | -25.9% | 0.00% | – |
| Q4 2021 | $211,000 | +9.9% | 2,700 | 0.0% | 0.00% | – |
| Q3 2021 | $192,000 | 0.0% | 2,700 | 0.0% | 0.00% | – |
| Q2 2021 | $192,000 | +7.3% | 2,700 | 0.0% | 0.00% | – |
| Q1 2021 | $179,000 | +5.3% | 2,700 | 0.0% | 0.00% | – |
| Q4 2020 | $170,000 | -15.0% | 2,700 | -24.1% | 0.00% | – |
| Q3 2020 | $200,000 | +6.4% | 3,559 | 0.0% | 0.00% | – |
| Q2 2020 | $188,000 | +18.2% | 3,559 | 0.0% | 0.00% | – |
| Q1 2020 | $159,000 | -48.4% | 3,559 | -37.6% | 0.00% | – |
| Q4 2019 | $308,000 | +9.2% | 5,708 | 0.0% | 0.00% | – |
| Q3 2019 | $282,000 | +176.5% | 5,708 | +171.8% | 0.00% | – |
| Q2 2019 | $102,000 | +2.0% | 2,100 | 0.0% | 0.00% | – |
| Q1 2019 | $100,000 | -5.7% | 2,100 | -16.0% | 0.00% | – |
| Q4 2018 | $106,000 | -13.1% | 2,500 | 0.0% | 0.00% | – |
| Q3 2018 | $122,000 | +6.1% | 2,500 | 0.0% | 0.00% | – |
| Q2 2018 | $115,000 | +4.5% | 2,500 | +108.3% | 0.00% | – |
| Q1 2018 | $110,000 | -0.9% | 1,200 | 0.0% | 0.00% | – |
| Q4 2017 | $111,000 | +5.7% | 1,200 | 0.0% | 0.00% | – |
| Q3 2017 | $105,000 | +4.0% | 1,200 | 0.0% | 0.00% | – |
| Q2 2017 | $101,000 | – | 1,200 | – | 0.00% | – |
Download | ||||||
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% |