ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,200 | -3.7% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $380,300 | +8.6% | 5,000 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $350,300 | +9.4% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $320,200 | +7.4% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $298,000 | -6.9% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $320,000 | -15.8% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $380,000 | -2.6% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $390,000 | +9.6% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $356,000 | +0.3% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $355,000 | +7.6% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $330,000 | +4.8% | 5,000 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $315,000 | +12.1% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $281,000 | +6.4% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $264,000 | +18.4% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $223,000 | -9.7% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $247,000 | +1.2% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $244,000 | +2.5% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $238,000 | +12.3% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $212,000 | -13.1% | 5,000 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $244,000 | +6.6% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $229,000 | +0.4% | 5,000 | +100.0% | 0.01% | 0.0% |
| Q1 2018 | $228,000 | -1.7% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $232,000 | +5.0% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $221,000 | +4.7% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $211,000 | +3.4% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $204,000 | +6.2% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $192,000 | +2.7% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $187,000 | +4.5% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $179,000 | -0.6% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $180,000 | -1.1% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $182,000 | +5.2% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $173,000 | -8.0% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $188,000 | – | 2,500 | – | 0.01% | – |
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% |