ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 186 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,967,485 | +13.3% | 122,440 | +17.7% | 0.10% | +11.1% |
| Q2 2023 | $7,913,022 | +50.1% | 104,037 | +38.3% | 0.09% | +38.5% |
| Q1 2023 | $5,271,942 | +785.4% | 75,249 | +709.5% | 0.06% | +712.5% |
| Q4 2022 | $595,406 | +13.2% | 9,296 | +5.3% | 0.01% | 0.0% |
| Q3 2022 | $526,000 | +2.9% | 8,829 | +10.8% | 0.01% | 0.0% |
| Q2 2022 | $511,000 | -6.6% | 7,972 | +10.9% | 0.01% | 0.0% |
| Q1 2022 | $547,000 | -64.8% | 7,188 | -63.9% | 0.01% | -65.2% |
| Q4 2021 | $1,552,000 | +33.7% | 19,899 | +21.8% | 0.02% | +21.1% |
| Q3 2021 | $1,161,000 | -0.5% | 16,337 | -0.7% | 0.02% | -9.5% |
| Q2 2021 | $1,167,000 | +37.8% | 16,448 | +28.9% | 0.02% | +16.7% |
| Q1 2021 | $847,000 | +3.9% | 12,763 | -11.7% | 0.02% | +38.5% |
| Q3 2020 | $815,000 | – | 14,462 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tower Wealth Partners, Inc. | 125,195 | $9,522,332 | 7.63% |
| Flagship Private Wealth, LLC | 104,021 | $7,911,798 | 6.55% |
| Kaye Capital Management | 169,207 | $12,869,909 | 6.26% |
| Amplius Wealth Advisors, LLC | 559,845 | $42,581,811 | 5.74% |
| Drake & Associates, LLC | 147,883 | $11,248,008 | 5.03% |
| Asset Allocation Strategies LLC | 124,134 | $9,441,607 | 4.46% |
| Bluesphere Advisors, LLC | 80,538 | $6,125,720 | 4.27% |
| WADDELL & ASSOCIATES, LLC | 378,252 | $28,769,870 | 4.22% |
| Beaumont Financial Advisors, LLC | 420,546 | $31,986,696 | 2.95% |
| Per Stirling Capital Management, LLC. | 186,553 | $14,189,193 | 2.89% |