ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 123 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.73 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $681,571 | -3.7% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $707,814 | +108460.4% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $652 | +9.4% | 9,306 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $596 | -99.9% | 9,306 | -1.1% | 0.01% | -16.7% |
| Q3 2022 | $560,000 | -7.1% | 9,410 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $603,000 | -15.8% | 9,410 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $716,000 | -1.6% | 9,410 | +0.8% | 0.01% | 0.0% |
| Q4 2021 | $728,000 | +9.6% | 9,338 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $664,000 | +0.5% | 9,338 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $661,000 | +7.7% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $614,000 | +5.0% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $585,000 | +11.6% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $524,000 | +6.7% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $491,000 | +18.0% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $416,000 | -17.1% | 9,306 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $502,000 | +9.1% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $460,000 | +1.1% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $455,000 | +2.7% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $443,000 | +12.2% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $395,000 | -13.0% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $454,000 | +6.3% | 9,306 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $427,000 | +0.5% | 9,306 | +100.0% | 0.01% | 0.0% |
| Q1 2018 | $425,000 | -1.4% | 4,653 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $431,000 | +4.9% | 4,653 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $411,000 | +4.8% | 4,653 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $392,000 | +3.2% | 4,653 | 0.0% | 0.01% | +25.0% |
| Q1 2017 | $380,000 | +6.4% | 4,653 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $357,000 | +2.3% | 4,653 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $349,000 | +4.5% | 4,653 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $334,000 | -0.3% | 4,653 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $335,000 | -18.7% | 4,653 | -17.7% | 0.00% | -33.3% |
| Q4 2015 | $412,000 | +5.4% | 5,653 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $391,000 | -8.0% | 5,653 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $425,000 | +18.7% | 5,653 | +21.5% | 0.01% | +20.0% |
| Q1 2015 | $358,000 | +0.8% | 4,653 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $355,000 | -1.4% | 4,653 | 0.0% | 0.01% | +25.0% |
| Q3 2014 | $360,000 | -1.6% | 4,653 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $366,000 | +1.1% | 4,653 | 0.0% | 0.00% | -20.0% |
| Q1 2014 | $362,000 | +0.6% | 4,653 | -0.3% | 0.01% | +25.0% |
| Q4 2013 | $360,000 | +7.1% | 4,666 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $336,000 | +7.0% | 4,666 | +0.3% | 0.00% | 0.0% |
| Q2 2013 | $314,000 | – | 4,653 | – | 0.00% | – |
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% |