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 ↓ |
---|---|---|---|
BigSur Wealth Management LLC | 18,299 | $1,670,000 | 1.19% |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 21,329 | $1,946,000 | 0.97% |
Capital Advisors, Ltd. LLC | 31,985 | $2,919,000 | 0.94% |
180 WEALTH ADVISORS, LLC | 13,337 | $1,215,000 | 0.63% |
Carroll Financial Associates, Inc. | 60,523 | $5,523,000 | 0.61% |
Daniel Devine & Co | 4,425 | $404,000 | 0.33% |
Curbstone Financial Management Corp | 12,650 | $1,154,000 | 0.33% |
GFS Advisors, LLC | 14,500 | $1,323,000 | 0.27% |
FLAGSHIP HARBOR ADVISORS, LLC | 8,844 | $790,000 | 0.24% |
Dorsey & Whitney Trust CO LLC | 13,650 | $1,246,000 | 0.23% |