ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 138 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,433,015 | +102039.3% | 19,566 | +6.1% | 0.04% | +4.9% |
Q2 2023 | $1,403 | +5.7% | 18,443 | -2.6% | 0.04% | -2.4% |
Q1 2023 | $1,327 | +7.8% | 18,943 | -1.4% | 0.04% | +2.4% |
Q4 2022 | $1,231 | -99.9% | 19,221 | 0.0% | 0.04% | -4.7% |
Q3 2022 | $1,144,000 | -7.1% | 19,221 | 0.0% | 0.04% | -2.3% |
Q2 2022 | $1,231,000 | +27.0% | 19,221 | +50.9% | 0.04% | +46.7% |
Q1 2022 | $969,000 | +18.0% | 12,739 | +21.1% | 0.03% | +25.0% |
Q4 2021 | $821,000 | +9.8% | 10,520 | 0.0% | 0.02% | -4.0% |
Q3 2021 | $748,000 | +0.1% | 10,520 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $747,000 | +7.6% | 10,520 | 0.0% | 0.02% | +4.2% |
Q1 2021 | $694,000 | +4.8% | 10,520 | 0.0% | 0.02% | -4.0% |
Q4 2020 | $662,000 | +11.8% | 10,520 | 0.0% | 0.02% | -3.8% |
Q3 2020 | $592,000 | +6.7% | 10,520 | 0.0% | 0.03% | -3.7% |
Q2 2020 | $555,000 | – | 10,520 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Amplius Wealth Advisors, LLC | 1,021,764 | $77,705,000 | 11.95% |
Flagship Private Wealth, LLC | 75,224 | $5,721,000 | 4.69% |
MY Wealth Management Inc. | 54,083 | $4,113,000 | 3.81% |
USAdvisors Wealth Management, LLC | 72,807 | $5,537,000 | 2.36% |
Clear Perspectives Financial Planning, LLC | 55,500 | $4,221,000 | 1.60% |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 32,307 | $2,457,000 | 1.46% |
Bluesphere Advisors, LLC | 17,770 | $1,351,000 | 1.14% |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 40,730 | $3,098,000 | 1.13% |
180 WEALTH ADVISORS, LLC | 59,680 | $4,451,000 | 0.97% |
FAGAN ASSOCIATES, INC. | 52,460 | $3,990,000 | 0.82% |