ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 143 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,382,871 | +6.2% | 196,380 | +10.3% | 0.01% | +9.1% |
| Q2 2023 | $13,542,407 | +11.0% | 178,049 | +2.2% | 0.01% | 0.0% |
| Q1 2023 | $12,203,471 | +5.4% | 174,186 | -3.6% | 0.01% | 0.0% |
| Q4 2022 | $11,577,806 | +10.4% | 180,762 | +2.6% | 0.01% | 0.0% |
| Q3 2022 | $10,488,000 | -8.0% | 176,205 | -0.9% | 0.01% | 0.0% |
| Q2 2022 | $11,398,000 | -16.7% | 177,892 | -1.1% | 0.01% | -8.3% |
| Q1 2022 | $13,683,000 | -3.2% | 179,918 | -0.7% | 0.01% | +9.1% |
| Q4 2021 | $14,135,000 | +11.8% | 181,201 | +2.0% | 0.01% | 0.0% |
| Q3 2021 | $12,642,000 | +4.1% | 177,706 | +3.9% | 0.01% | 0.0% |
| Q2 2021 | $12,140,000 | +13.6% | 171,015 | +5.7% | 0.01% | 0.0% |
| Q1 2021 | $10,683,000 | +15.3% | 161,844 | +9.9% | 0.01% | +10.0% |
| Q4 2020 | $9,266,000 | +53.9% | 147,289 | +37.7% | 0.01% | +25.0% |
| Q3 2020 | $6,021,000 | +44.9% | 106,946 | +35.8% | 0.01% | +33.3% |
| Q2 2020 | $4,156,000 | +321.1% | 78,735 | +256.4% | 0.01% | +200.0% |
| Q1 2020 | $987,000 | -23.3% | 22,093 | -7.4% | 0.00% | 0.0% |
| Q4 2019 | $1,287,000 | +7.6% | 23,869 | -1.3% | 0.00% | 0.0% |
| Q3 2019 | $1,196,000 | +5.0% | 24,177 | +3.6% | 0.00% | 0.0% |
| Q2 2019 | $1,139,000 | -3.1% | 23,330 | -5.6% | 0.00% | 0.0% |
| Q1 2019 | $1,175,000 | -37.0% | 24,715 | -43.8% | 0.00% | -33.3% |
| Q4 2018 | $1,864,000 | +54.4% | 43,974 | +77.8% | 0.00% | +50.0% |
| Q3 2018 | $1,207,000 | +16.6% | 24,735 | +9.6% | 0.00% | 0.0% |
| Q2 2018 | $1,035,000 | +30.4% | 22,565 | +159.5% | 0.00% | +100.0% |
| Q1 2018 | $794,000 | +16.4% | 8,695 | +18.1% | 0.00% | 0.0% |
| Q4 2017 | $682,000 | +19.4% | 7,364 | +13.7% | 0.00% | 0.0% |
| Q3 2017 | $571,000 | – | 6,474 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 783,407 | $46,628,000 | 8.34% |
| Tower Wealth Partners, Inc. | 125,758 | $8,018,000 | 7.61% |
| Flagship Private Wealth, LLC | 84,917 | $5,054,000 | 5.22% |
| Drake & Associates, LLC | 141,757 | $8,437,000 | 4.80% |
| MY Wealth Management Inc. | 54,212 | $3,227,000 | 3.46% |
| Systelligence, LLC | 157,467 | $9,372,000 | 2.87% |
| USAdvisors Wealth Management, LLC | 68,908 | $4,101,000 | 2.10% |
| OneAscent Financial Services LLC | 51,564 | $3,069,000 | 1.22% |
| Barber Financial Group, Inc. | 64,629 | $3,847,000 | 1.12% |
| Bluesphere Advisors, LLC | 18,485 | $1,100,000 | 1.10% |