ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 163 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,314 | -3.7% | 7,350 | 0.0% | 0.00% | – |
| Q2 2023 | $559,041 | +8.6% | 7,350 | 0.0% | 0.00% | – |
| Q1 2023 | $514,941 | +9.4% | 7,350 | 0.0% | 0.00% | – |
| Q4 2022 | $470,768 | +7.7% | 7,350 | 0.0% | 0.00% | – |
| Q3 2022 | $437,000 | -79.5% | 7,350 | -77.9% | 0.00% | – |
| Q2 2022 | $2,134,000 | +281.8% | 33,303 | +353.1% | 0.00% | – |
| Q1 2022 | $559,000 | -2.4% | 7,350 | 0.0% | 0.00% | – |
| Q4 2021 | $573,000 | +9.6% | 7,350 | 0.0% | 0.00% | – |
| Q3 2021 | $523,000 | +0.2% | 7,350 | 0.0% | 0.00% | – |
| Q2 2021 | $522,000 | +7.6% | 7,350 | 0.0% | 0.00% | – |
| Q1 2021 | $485,000 | +5.0% | 7,350 | 0.0% | 0.00% | – |
| Q4 2020 | $462,000 | +11.6% | 7,350 | 0.0% | 0.00% | – |
| Q3 2020 | $414,000 | -83.7% | 7,350 | -84.7% | 0.00% | -100.0% |
| Q2 2020 | $2,541,000 | +674.7% | 48,138 | +554.9% | 0.00% | – |
| Q1 2020 | $328,000 | -17.2% | 7,350 | 0.0% | 0.00% | – |
| Q4 2019 | $396,000 | +9.1% | 7,350 | 0.0% | 0.00% | – |
| Q3 2019 | $363,000 | +1.1% | 7,350 | 0.0% | 0.00% | – |
| Q2 2019 | $359,000 | -55.3% | 7,350 | -56.5% | 0.00% | – |
| Q1 2019 | $803,000 | +157.4% | 16,897 | +129.9% | 0.00% | – |
| Q4 2018 | $312,000 | -13.1% | 7,350 | 0.0% | 0.00% | – |
| Q3 2018 | $359,000 | +36.0% | 7,350 | +99.7% | 0.00% | – |
| Q2 2016 | $264,000 | -25.2% | 3,680 | -25.0% | 0.00% | – |
| Q1 2016 | $353,000 | +2.3% | 4,905 | +3.6% | 0.00% | – |
| Q4 2015 | $345,000 | -70.0% | 4,735 | -71.5% | 0.00% | – |
| Q3 2015 | $1,149,000 | -8.0% | 16,600 | 0.0% | 0.00% | – |
| Q2 2015 | $1,249,000 | -45.8% | 16,600 | -44.6% | 0.00% | -100.0% |
| Q1 2015 | $2,306,000 | +142.0% | 29,980 | +139.8% | 0.00% | – |
| Q4 2014 | $953,000 | -4.9% | 12,502 | -3.4% | 0.00% | – |
| Q3 2014 | $1,002,000 | -1.7% | 12,940 | 0.0% | 0.00% | – |
| Q2 2014 | $1,019,000 | +78.1% | 12,940 | +76.1% | 0.00% | – |
| Q1 2014 | $572,000 | +0.7% | 7,350 | 0.0% | 0.00% | – |
| Q4 2013 | $568,000 | +7.4% | 7,350 | 0.0% | 0.00% | – |
| Q3 2013 | $529,000 | -15.8% | 7,350 | -21.0% | 0.00% | – |
| Q2 2013 | $628,000 | -10.8% | 9,300 | -15.5% | 0.00% | – |
| Q4 2012 | $704,000 | -36.2% | 11,009 | -37.8% | 0.00% | – |
| Q3 2012 | $1,104,000 | +5.8% | 17,700 | 0.0% | 0.00% | – |
| Q2 2012 | $1,043,000 | -7.4% | 17,700 | 0.0% | 0.00% | -100.0% |
| Q1 2012 | $1,126,000 | – | 17,700 | – | 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% |