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 | $871,165 | +1.4% | 11,895 | +5.3% | 0.00% | – |
| Q2 2023 | $859,130 | -40.0% | 11,295 | -44.8% | 0.00% | – |
| Q1 2023 | $1,432,414 | +116.0% | 20,446 | +97.5% | 0.00% | – |
| Q4 2022 | $663,095 | +14.3% | 10,353 | +6.2% | 0.00% | – |
| Q3 2022 | $580,000 | -8.2% | 9,748 | -1.2% | 0.00% | – |
| Q2 2022 | $632,000 | -8.9% | 9,869 | +8.2% | 0.00% | – |
| Q1 2022 | $694,000 | +29.0% | 9,119 | +32.1% | 0.00% | – |
| Q4 2021 | $538,000 | +0.7% | 6,902 | -8.0% | 0.00% | – |
| Q3 2021 | $534,000 | -0.2% | 7,500 | -0.5% | 0.00% | – |
| Q2 2021 | $535,000 | +24.4% | 7,534 | +15.7% | 0.00% | – |
| Q1 2021 | $430,000 | +8.0% | 6,511 | +2.8% | 0.00% | – |
| Q4 2020 | $398,000 | +11.8% | 6,334 | +0.2% | 0.00% | – |
| Q3 2020 | $356,000 | -3.3% | 6,323 | -9.4% | 0.00% | – |
| Q2 2020 | $368,000 | +10.8% | 6,978 | -6.2% | 0.00% | – |
| Q1 2020 | $332,000 | -21.0% | 7,443 | -4.5% | 0.00% | – |
| Q4 2019 | $420,000 | +9.9% | 7,794 | +0.9% | 0.00% | – |
| Q3 2019 | $382,000 | +16.8% | 7,723 | +15.5% | 0.00% | – |
| Q2 2019 | $327,000 | +7.6% | 6,688 | +4.2% | 0.00% | – |
| Q1 2019 | $304,000 | +11.4% | 6,416 | -0.8% | 0.00% | – |
| Q4 2018 | $273,000 | -10.5% | 6,465 | +4.1% | 0.00% | – |
| Q3 2018 | $305,000 | +7.4% | 6,213 | 0.0% | 0.00% | – |
| Q2 2018 | $284,000 | +1.1% | 6,213 | +100.0% | 0.00% | – |
| Q1 2018 | $281,000 | -2.4% | 3,106 | 0.0% | 0.00% | – |
| Q4 2017 | $288,000 | +6.7% | 3,106 | +1.1% | 0.00% | – |
| Q3 2017 | $270,000 | +1.5% | 3,073 | -2.7% | 0.00% | – |
| Q2 2017 | $266,000 | -3.3% | 3,158 | -5.8% | 0.00% | – |
| Q1 2017 | $275,000 | +15.5% | 3,352 | +8.0% | 0.00% | – |
| Q4 2016 | $238,000 | +17.2% | 3,103 | +10.6% | 0.00% | – |
| Q1 2016 | $203,000 | -41.8% | 2,805 | -41.0% | 0.00% | – |
| Q4 2015 | $349,000 | +8.0% | 4,752 | 0.0% | 0.00% | – |
| Q3 2015 | $323,000 | -12.5% | 4,752 | -2.7% | 0.00% | – |
| Q2 2015 | $369,000 | -0.5% | 4,883 | +2.5% | 0.00% | – |
| Q1 2015 | $371,000 | +7.2% | 4,763 | +5.9% | 0.00% | – |
| Q4 2014 | $346,000 | +10.2% | 4,496 | +11.1% | 0.00% | – |
| Q3 2014 | $314,000 | -7.4% | 4,047 | -5.9% | 0.00% | – |
| Q2 2014 | $339,000 | +4.0% | 4,300 | +1.9% | 0.00% | – |
| Q1 2014 | $326,000 | – | 4,218 | – | 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% |