MARSHALL WACE, LLP - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 202 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
MARSHALL WACE, LLP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$366,200
-48.2%
5,000
-46.3%
0.00%0.0%
Q2 2023$707,586
+44.4%
9,303
+13.2%
0.00%0.0%
Q3 2022$490,000
+62.8%
8,216
+74.8%
0.00%0.0%
Q2 2022$301,000
+126.3%
4,700
+176.1%
0.00%
Q4 2021$133,0001,7020.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 1,021,764$77,705,00011.95%
Flagship Private Wealth, LLC 75,224$5,721,0004.69%
MY Wealth Management Inc. 54,083$4,113,0003.81%
USAdvisors Wealth Management, LLC 72,807$5,537,0002.36%
Clear Perspectives Financial Planning, LLC 55,500$4,221,0001.60%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 32,307$2,457,0001.46%
Bluesphere Advisors, LLC 17,770$1,351,0001.14%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 40,730$3,098,0001.13%
180 WEALTH ADVISORS, LLC 59,680$4,451,0000.97%
FAGAN ASSOCIATES, INC. 52,460$3,990,0000.82%
View complete list of ISHARES TR shareholders