ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,034 | -3.7% | 41,422 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $3,151 | +10.4% | 41,422 | +1.6% | 0.01% | -8.3% |
Q1 2023 | $2,855 | +9.6% | 40,756 | +0.2% | 0.01% | +20.0% |
Q4 2022 | $2,605 | -99.9% | 40,673 | -6.2% | 0.01% | -9.1% |
Q3 2022 | $2,581,000 | -5.9% | 43,356 | +2.4% | 0.01% | -8.3% |
Q2 2022 | $2,743,000 | -20.6% | 42,356 | -6.8% | 0.01% | -20.0% |
Q1 2022 | $3,456,000 | -5.1% | 45,450 | -2.6% | 0.02% | +7.1% |
Q4 2021 | $3,641,000 | +10.9% | 46,678 | +1.1% | 0.01% | 0.0% |
Q3 2021 | $3,283,000 | +0.8% | 46,153 | +0.6% | 0.01% | 0.0% |
Q2 2021 | $3,256,000 | +6.4% | 45,863 | -1.1% | 0.01% | -6.7% |
Q1 2021 | $3,060,000 | -1.0% | 46,355 | -5.6% | 0.02% | 0.0% |
Q4 2020 | $3,091,000 | +9.3% | 49,129 | -2.2% | 0.02% | -6.2% |
Q3 2020 | $2,829,000 | +6.9% | 50,255 | +0.2% | 0.02% | -5.9% |
Q2 2020 | $2,646,000 | +23.5% | 50,135 | +4.5% | 0.02% | 0.0% |
Q1 2020 | $2,143,000 | +4.1% | 47,993 | +25.8% | 0.02% | +21.4% |
Q4 2019 | $2,058,000 | +10.8% | 38,158 | +1.5% | 0.01% | 0.0% |
Q3 2019 | $1,858,000 | -5.2% | 37,578 | -6.4% | 0.01% | -6.7% |
Q2 2019 | $1,960,000 | +84.9% | 40,139 | +80.1% | 0.02% | +66.7% |
Q1 2019 | $1,060,000 | +11.2% | 22,285 | -0.9% | 0.01% | 0.0% |
Q4 2018 | $953,000 | -13.4% | 22,485 | -0.2% | 0.01% | 0.0% |
Q3 2018 | $1,100,000 | +0.7% | 22,533 | -5.4% | 0.01% | -18.2% |
Q2 2018 | $1,092,000 | +3.9% | 23,820 | +106.8% | 0.01% | 0.0% |
Q1 2018 | $1,051,000 | -3.2% | 11,517 | -1.7% | 0.01% | 0.0% |
Q4 2017 | $1,086,000 | +4.9% | 11,722 | -0.1% | 0.01% | -8.3% |
Q3 2017 | $1,035,000 | +2.1% | 11,728 | -2.5% | 0.01% | -7.7% |
Q2 2017 | $1,014,000 | +2.1% | 12,033 | -1.0% | 0.01% | 0.0% |
Q1 2017 | $993,000 | +36.2% | 12,149 | +27.8% | 0.01% | +18.2% |
Q4 2016 | $729,000 | +4.9% | 9,508 | +2.5% | 0.01% | -8.3% |
Q3 2016 | $695,000 | -73.3% | 9,274 | -74.4% | 0.01% | -77.4% |
Q2 2016 | $2,602,000 | +112.8% | 36,296 | +116.2% | 0.05% | +65.6% |
Q4 2015 | $1,223,000 | +6.2% | 16,790 | +0.9% | 0.03% | -3.0% |
Q3 2015 | $1,152,000 | -99.9% | 16,648 | +9.6% | 0.03% | +37.5% |
Q2 2015 | $1,143,425,000 | +94632.8% | 15,193 | -3.2% | 0.02% | +9.1% |
Q1 2015 | $1,207,000 | -99.9% | 15,691 | +13.3% | 0.02% | +4.8% |
Q4 2014 | $1,055,952,000 | -0.3% | 13,854 | +1.3% | 0.02% | -4.5% |
Q3 2014 | $1,059,402,000 | +56.7% | 13,675 | +59.3% | 0.02% | +46.7% |
Q2 2014 | $675,904,000 | +1.0% | 8,584 | -0.2% | 0.02% | -6.2% |
Q1 2014 | $669,501,000 | -3.8% | 8,599 | -4.6% | 0.02% | -11.1% |
Q4 2013 | $696,087,000 | +10.2% | 9,012 | +2.6% | 0.02% | -5.3% |
Q3 2013 | $631,777,000 | – | 8,782 | – | 0.02% | – |
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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% |