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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $287,000 | -2.4% | 3,773 | 0.0% | 0.09% | +10.1% |
| Q4 2021 | $294,000 | +9.7% | 3,773 | 0.0% | 0.08% | -6.0% |
| Q3 2021 | $268,000 | 0.0% | 3,773 | 0.0% | 0.08% | -2.3% |
| Q2 2021 | $268,000 | +7.6% | 3,773 | 0.0% | 0.09% | -5.5% |
| Q1 2021 | $249,000 | +5.1% | 3,773 | 0.0% | 0.09% | +3.4% |
| Q4 2020 | $237,000 | +2.6% | 3,773 | -7.9% | 0.09% | -9.3% |
| Q3 2020 | $231,000 | +4.5% | 4,098 | -2.2% | 0.10% | -3.0% |
| Q2 2020 | $221,000 | +7.8% | 4,190 | -8.7% | 0.10% | -31.5% |
| Q1 2020 | $205,000 | -17.3% | 4,590 | 0.0% | 0.15% | +47.5% |
| Q4 2019 | $248,000 | +9.3% | 4,590 | 0.0% | 0.10% | -21.4% |
| Q3 2019 | $227,000 | +1.3% | 4,590 | 0.0% | 0.13% | -9.4% |
| Q2 2019 | $224,000 | +2.8% | 4,590 | 0.0% | 0.14% | +14.9% |
| Q1 2019 | $218,000 | -2.7% | 4,590 | 0.0% | 0.12% | +12.0% |
| Q3 2018 | $224,000 | +6.7% | 4,590 | 0.0% | 0.11% | -5.3% |
| Q2 2018 | $210,000 | +0.5% | 4,590 | +100.0% | 0.11% | -0.9% |
| Q1 2018 | $209,000 | -1.9% | 2,295 | 0.0% | 0.12% | +2.7% |
| Q4 2017 | $213,000 | +5.4% | 2,295 | 0.0% | 0.11% | +4.7% |
| Q3 2017 | $202,000 | – | 2,295 | – | 0.11% | – |
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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% |