ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 123 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $786,744 | -3.7% | 10,742 | 0.0% | 0.03% | +3.0% |
| Q2 2023 | $817,037 | +2.5% | 10,742 | -5.6% | 0.03% | +3.1% |
| Q1 2023 | $797,423 | +109285.9% | 11,382 | 0.0% | 0.03% | +3.2% |
| Q4 2022 | $729 | -99.9% | 11,382 | -7.9% | 0.03% | -11.4% |
| Q2 2022 | $791,000 | -18.7% | 12,352 | -3.4% | 0.04% | -2.8% |
| Q1 2022 | $973,000 | -2.5% | 12,792 | 0.0% | 0.04% | +2.9% |
| Q4 2021 | $998,000 | +9.7% | 12,792 | 0.0% | 0.04% | -2.8% |
| Q3 2021 | $910,000 | +0.2% | 12,792 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $908,000 | +7.6% | 12,792 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $844,000 | +4.8% | 12,792 | 0.0% | 0.04% | -5.1% |
| Q4 2020 | $805,000 | +10.6% | 12,792 | -1.1% | 0.04% | -2.5% |
| Q3 2020 | $728,000 | +11.7% | 12,937 | +4.8% | 0.04% | +8.1% |
| Q2 2020 | $652,000 | +18.3% | 12,347 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $551,000 | -28.8% | 12,347 | -13.9% | 0.04% | -11.9% |
| Q4 2019 | $774,000 | +8.9% | 14,347 | -0.2% | 0.04% | +2.4% |
| Q3 2019 | $711,000 | +1.3% | 14,382 | 0.0% | 0.04% | -2.4% |
| Q2 2019 | $702,000 | +2.6% | 14,382 | 0.0% | 0.04% | -4.5% |
| Q1 2019 | $684,000 | -4.5% | 14,382 | -14.8% | 0.04% | -6.4% |
| Q4 2018 | $716,000 | -11.5% | 16,882 | +1.8% | 0.05% | +2.2% |
| Q3 2018 | $809,000 | +6.4% | 16,582 | 0.0% | 0.05% | -2.1% |
| Q2 2018 | $760,000 | -49.8% | 16,582 | 0.0% | 0.05% | +2.2% |
| Q1 2018 | $1,514,000 | +97.1% | 16,582 | +100.0% | 0.05% | +2.2% |
| Q4 2017 | $768,000 | +5.5% | 8,291 | +0.5% | 0.04% | 0.0% |
| Q3 2017 | $728,000 | +4.7% | 8,246 | 0.0% | 0.04% | +2.3% |
| Q2 2017 | $695,000 | +3.1% | 8,246 | 0.0% | 0.04% | +2.3% |
| Q1 2017 | $674,000 | +2.7% | 8,246 | -3.5% | 0.04% | -2.3% |
| Q4 2016 | $656,000 | +2.3% | 8,546 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $641,000 | +3.4% | 8,546 | -1.2% | 0.04% | +2.3% |
| Q2 2016 | $620,000 | +2.1% | 8,646 | +2.4% | 0.04% | -4.4% |
| Q1 2016 | $607,000 | -3.3% | 8,446 | -2.0% | 0.04% | -10.0% |
| Q4 2015 | $628,000 | +5.4% | 8,621 | 0.0% | 0.05% | +2.0% |
| Q3 2015 | $596,000 | -8.4% | 8,621 | -0.3% | 0.05% | -5.8% |
| Q2 2015 | $651,000 | -7.0% | 8,651 | -4.9% | 0.05% | -7.1% |
| Q1 2015 | $700,000 | +0.9% | 9,101 | 0.0% | 0.06% | -3.4% |
| Q4 2014 | $694,000 | -1.6% | 9,101 | 0.0% | 0.06% | -10.8% |
| Q3 2014 | $705,000 | -4.2% | 9,101 | -2.7% | 0.06% | -5.8% |
| Q2 2014 | $736,000 | +1.1% | 9,351 | 0.0% | 0.07% | -8.0% |
| Q1 2014 | $728,000 | +0.8% | 9,351 | 0.0% | 0.08% | -5.1% |
| Q4 2013 | $722,000 | +7.3% | 9,351 | 0.0% | 0.08% | -1.2% |
| Q3 2013 | $673,000 | +3.4% | 9,351 | -3.0% | 0.08% | +1.3% |
| Q2 2013 | $651,000 | – | 9,641 | – | 0.08% | – |
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% |