ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 192 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,866 | +1.3% | 107,404 | +5.2% | 0.68% | +0.6% |
| Q2 2023 | $7,763 | +9.2% | 102,061 | +0.6% | 0.68% | +19.5% |
| Q1 2023 | $7,109 | +8.6% | 101,473 | -0.7% | 0.57% | -7.5% |
| Q4 2022 | $6,544 | -99.9% | 102,174 | +29.1% | 0.62% | +34.0% |
| Q3 2022 | $4,710,000 | +10.4% | 79,125 | +18.8% | 0.46% | +9.0% |
| Q2 2022 | $4,267,000 | -0.9% | 66,594 | +17.6% | 0.42% | +23.8% |
| Q1 2022 | $4,306,000 | +867.6% | 56,627 | +893.3% | 0.34% | +900.0% |
| Q4 2021 | $445,000 | +220.1% | 5,701 | +191.2% | 0.03% | +183.3% |
| Q3 2021 | $139,000 | +215.9% | 1,958 | +106.1% | 0.01% | +100.0% |
| Q2 2018 | $44,000 | – | 950 | – | 0.01% | – |
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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% |