Kaye Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kaye Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,537,067
-2.6%
171,178
+1.2%
5.75%
-8.1%
Q2 2023$12,869,909
+127.2%
169,207
+109.3%
6.26%
+116.8%
Q1 2023$5,663,545
+20.1%
80,839
+9.8%
2.89%
+17.2%
Q4 2022$4,715,29373,6192.46%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 783,407$46,628,0008.34%
Tower Wealth Partners, Inc. 125,758$8,018,0007.61%
Flagship Private Wealth, LLC 84,917$5,054,0005.22%
Drake & Associates, LLC 141,757$8,437,0004.80%
MY Wealth Management Inc. 54,212$3,227,0003.46%
Systelligence, LLC 157,467$9,372,0002.87%
USAdvisors Wealth Management, LLC 68,908$4,101,0002.10%
OneAscent Financial Services LLC 51,564$3,069,0001.22%
Barber Financial Group, Inc. 64,629$3,847,0001.12%
Bluesphere Advisors, LLC 18,485$1,100,0001.10%
View complete list of ISHARES TR shareholders