ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $188,359 | -3.7% | 2,572 | 0.0% | 0.00% | – |
| Q2 2023 | $195,611 | +9.1% | 2,572 | +0.5% | 0.00% | – |
| Q1 2023 | $179,358 | +20.0% | 2,560 | +9.7% | 0.00% | – |
| Q4 2022 | $149,433 | +8.3% | 2,333 | +0.4% | 0.00% | – |
| Q3 2022 | $138,000 | -7.4% | 2,324 | 0.0% | 0.00% | – |
| Q2 2022 | $149,000 | -15.3% | 2,324 | +0.6% | 0.00% | – |
| Q1 2022 | $176,000 | -2.2% | 2,311 | +0.0% | 0.00% | – |
| Q4 2021 | $180,000 | -5.3% | 2,310 | -13.8% | 0.00% | – |
| Q3 2021 | $190,000 | 0.0% | 2,679 | 0.0% | 0.00% | – |
| Q2 2021 | $190,000 | -63.8% | 2,679 | -66.3% | 0.00% | -100.0% |
| Q1 2021 | $525,000 | -46.9% | 7,949 | -49.4% | 0.00% | 0.0% |
| Q4 2020 | $989,000 | +19.4% | 15,719 | +6.8% | 0.00% | 0.0% |
| Q3 2020 | $828,000 | -16.7% | 14,713 | -22.0% | 0.00% | 0.0% |
| Q2 2020 | $994,000 | +40.2% | 18,851 | +18.7% | 0.00% | 0.0% |
| Q1 2020 | $709,000 | -0.8% | 15,887 | +20.0% | 0.00% | 0.0% |
| Q4 2019 | $715,000 | +17.2% | 13,241 | +7.4% | 0.00% | 0.0% |
| Q3 2019 | $610,000 | +3.6% | 12,325 | +2.1% | 0.00% | 0.0% |
| Q2 2019 | $589,000 | -5.9% | 12,069 | -8.4% | 0.00% | 0.0% |
| Q1 2019 | $626,000 | +36.1% | 13,180 | +21.3% | 0.00% | 0.0% |
| Q4 2018 | $460,000 | +45.6% | 10,868 | +67.8% | 0.00% | – |
| Q3 2018 | $316,000 | +33.9% | 6,477 | +25.4% | 0.00% | – |
| Q2 2018 | $236,000 | -1.7% | 5,164 | +95.8% | 0.00% | – |
| Q1 2018 | $240,000 | +2.6% | 2,638 | +4.4% | 0.00% | – |
| Q4 2017 | $234,000 | +4.5% | 2,527 | -0.5% | 0.00% | – |
| Q3 2017 | $224,000 | +5.7% | 2,539 | +1.0% | 0.00% | – |
| Q2 2017 | $212,000 | +11.6% | 2,515 | +8.0% | 0.00% | – |
| Q1 2017 | $190,000 | +13.1% | 2,328 | +5.8% | 0.00% | – |
| Q4 2016 | $168,000 | +20.9% | 2,200 | +18.7% | 0.00% | – |
| Q3 2016 | $139,000 | +6.1% | 1,854 | +2.5% | 0.00% | – |
| Q2 2016 | $131,000 | +4.0% | 1,809 | +4.0% | 0.00% | – |
| Q1 2016 | $126,000 | 0.0% | 1,740 | 0.0% | 0.00% | – |
| Q4 2015 | $126,000 | +4.1% | 1,740 | +0.1% | 0.00% | – |
| Q3 2015 | $121,000 | -11.0% | 1,738 | -4.3% | 0.00% | – |
| Q2 2015 | $136,000 | -1.4% | 1,817 | +0.3% | 0.00% | – |
| Q1 2015 | $138,000 | +21.1% | 1,812 | +21.3% | 0.00% | – |
| Q4 2014 | $114,000 | +22.6% | 1,494 | +24.5% | 0.00% | – |
| Q3 2014 | $93,000 | – | 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% |