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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $999,126 | -2.0% | 14,261 | -24.5% | 0.00% | – |
| Q4 2019 | $1,019,000 | +9.0% | 18,900 | 0.0% | 0.00% | – |
| Q3 2019 | $935,000 | +3.4% | 18,900 | +2.2% | 0.00% | – |
| Q2 2019 | $904,000 | +2.7% | 18,500 | 0.0% | 0.00% | – |
| Q1 2019 | $880,000 | +5.4% | 18,500 | -6.1% | 0.00% | – |
| Q4 2018 | $835,000 | -7.8% | 19,700 | +6.2% | 0.00% | – |
| Q3 2018 | $906,000 | +5.7% | 18,554 | -0.7% | 0.00% | – |
| Q2 2018 | $857,000 | +1.5% | 18,688 | +102.0% | 0.00% | – |
| Q1 2018 | $844,000 | -5.1% | 9,250 | -3.6% | 0.00% | – |
| Q4 2017 | $889,000 | +106.7% | 9,600 | +70.3% | 0.00% | – |
| Q4 2014 | $430,000 | – | 5,638 | – | 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% |