ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,536,998 | +4.8% | 61,947 | +8.8% | 0.06% | +4.8% |
| Q2 2023 | $4,330,020 | +27.5% | 56,929 | +17.5% | 0.06% | +14.8% |
| Q1 2023 | $3,395,808 | +19.0% | 48,470 | +8.8% | 0.05% | +8.0% |
| Q4 2022 | $2,854,452 | +56.6% | 44,566 | +45.5% | 0.05% | +38.9% |
| Q3 2022 | $1,823,000 | +60.9% | 30,634 | +73.2% | 0.04% | +63.6% |
| Q2 2022 | $1,133,000 | -9.9% | 17,691 | +6.9% | 0.02% | +4.8% |
| Q1 2022 | $1,258,000 | +99.4% | 16,543 | +104.5% | 0.02% | +110.0% |
| Q4 2021 | $631,000 | +165.1% | 8,089 | +141.9% | 0.01% | +150.0% |
| Q3 2021 | $238,000 | +6.2% | 3,344 | +5.9% | 0.00% | 0.0% |
| Q2 2021 | $224,000 | +7.7% | 3,157 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $208,000 | – | 3,157 | – | 0.00% | – |
Download | ||||||
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% |