ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $353,096 | +8.0% | 3,656 | 0.0% | 0.21% | +1.0% |
Q1 2024 | $326,883 | +11.0% | 3,656 | 0.0% | 0.21% | -3.7% |
Q4 2023 | $294,381 | +9.9% | 3,656 | 0.0% | 0.21% | -0.5% |
Q3 2023 | $267,765 | -3.7% | 3,656 | 0.0% | 0.22% | -2.7% |
Q2 2023 | $278,075 | +8.6% | 3,656 | 0.0% | 0.22% | -3.1% |
Q1 2023 | $256,139 | +9.4% | 3,656 | 0.0% | 0.23% | +2.7% |
Q4 2022 | $234,167 | – | 3,656 | – | 0.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Crumly & Associates Inc. | 92,396 | $4,984,000 | 5.16% |
Fluent Financial, LLC | 122,766 | $6,622,000 | 4.06% |
Systelligence, LLC | 129,455 | $6,983,000 | 2.56% |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 45,972 | $2,480,000 | 1.63% |
180 WEALTH ADVISORS, LLC | 59,209 | $3,252,000 | 1.30% |
Connecticut Wealth Management, LLC | 195,562 | $10,549,000 | 1.16% |
BigSur Wealth Management LLC | 36,600 | $1,974,000 | 1.12% |
Capital Advisors, Ltd. LLC | 50,910 | $2,746,000 | 0.70% |
Carroll Financial Associates, Inc. | 140,577 | $7,582,000 | 0.60% |
HOWARD WEALTH MANAGEMENT, LLC | 11,643 | $628,000 | 0.52% |