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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $238,372 | -9.9% | 3,134 | -17.0% | 0.00% | 0.0% |
| Q1 2023 | $264,547 | +9.4% | 3,776 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $241,853 | +20.3% | 3,776 | +20.5% | 0.00% | 0.0% |
| Q2 2022 | $201,000 | -15.5% | 3,134 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $238,000 | -2.5% | 3,134 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $244,000 | +9.4% | 3,134 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $223,000 | +0.5% | 3,134 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $222,000 | +7.2% | 3,134 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $207,000 | -35.7% | 3,134 | -14.2% | 0.00% | -42.9% |
| Q3 2017 | $322,000 | +4.5% | 3,651 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $308,000 | +3.4% | 3,651 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $298,000 | +6.4% | 3,651 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $280,000 | +2.2% | 3,651 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $274,000 | +4.6% | 3,651 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $262,000 | +65.8% | 3,651 | +78.3% | 0.01% | +133.3% |
| Q4 2013 | $158,000 | – | 2,048 | – | 0.00% | – |
Download | ||||||
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% |