ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,190,278 | -5.1% | 28,490 | -1.4% | 0.02% | 0.0% |
| Q2 2023 | $2,308,126 | +3.2% | 28,881 | -3.8% | 0.02% | 0.0% |
| Q1 2023 | $2,236,103 | +9.9% | 30,030 | +1.4% | 0.02% | +4.5% |
| Q4 2022 | $2,034,583 | +6.5% | 29,602 | +1.7% | 0.02% | 0.0% |
| Q3 2022 | $1,909,723 | +3.9% | 29,099 | +8.9% | 0.02% | +4.8% |
| Q2 2022 | $1,838,436 | +25.1% | 26,719 | +48.7% | 0.02% | +50.0% |
| Q1 2022 | $1,469,105 | -41.6% | 17,965 | -34.7% | 0.01% | -41.7% |
| Q4 2021 | $2,513,583 | – | 27,522 | – | 0.02% | – |
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% |