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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |