ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 255 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $749 | +7.9% | 7,760 | 0.0% | 0.06% | 0.0% |
| Q1 2024 | $694 | +13.2% | 7,760 | +2.0% | 0.06% | +3.4% |
| Q4 2023 | $613 | +193.3% | 7,610 | +166.1% | 0.06% | +168.2% |
| Q3 2023 | $209 | -5.0% | 2,860 | -1.0% | 0.02% | 0.0% |
| Q2 2023 | $220 | +8.9% | 2,890 | 0.0% | 0.02% | -15.4% |
| Q1 2023 | $202 | -99.9% | 2,890 | -14.7% | 0.03% | +4.0% |
| Q1 2022 | $258,000 | -2.3% | 3,390 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $264,000 | -5.7% | 3,390 | -14.0% | 0.02% | -34.2% |
| Q3 2021 | $280,000 | -13.6% | 3,940 | -13.6% | 0.04% | +15.2% |
| Q2 2021 | $324,000 | +7.6% | 4,560 | 0.0% | 0.03% | +6.5% |
| Q1 2021 | $301,000 | +17.1% | 4,560 | 0.0% | 0.03% | -11.4% |
| Q3 2020 | $257,000 | +6.6% | 4,560 | 0.0% | 0.04% | +2.9% |
| Q2 2020 | $241,000 | +18.1% | 4,560 | 0.0% | 0.03% | +3.0% |
| Q1 2020 | $204,000 | -14.3% | 4,560 | +3.4% | 0.03% | 0.0% |
| Q4 2019 | $238,000 | +18.4% | 4,410 | +84.9% | 0.03% | -37.7% |
| Q2 2017 | $201,000 | – | 2,385 | – | 0.05% | – |
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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% |