ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 163 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $755,079 | -3.9% | 10,310 | -0.2% | 0.24% | -1.7% |
| Q2 2023 | $785,977 | +8.7% | 10,334 | +0.2% | 0.24% | +4.4% |
| Q1 2023 | $722,824 | +8.5% | 10,317 | -0.8% | 0.23% | +4.6% |
| Q4 2022 | $666,048 | +5.7% | 10,399 | -1.7% | 0.22% | +1.4% |
| Q3 2022 | $630,000 | -6.7% | 10,579 | +0.4% | 0.22% | -1.4% |
| Q2 2022 | $675,000 | -16.6% | 10,533 | -1.0% | 0.22% | -3.5% |
| Q1 2022 | $809,000 | -42.7% | 10,644 | -43.5% | 0.23% | +15.8% |
| Q4 2021 | $1,413,000 | +140.3% | 18,843 | +127.8% | 0.20% | +16.0% |
| Q3 2021 | $588,000 | +1.4% | 8,270 | +1.2% | 0.17% | +1.8% |
| Q2 2021 | $580,000 | +8.6% | 8,172 | +1.0% | 0.17% | +3.1% |
| Q1 2021 | $534,000 | +1.7% | 8,088 | -3.1% | 0.16% | -4.7% |
| Q4 2020 | $525,000 | +10.1% | 8,344 | -1.5% | 0.17% | -1.2% |
| Q3 2020 | $477,000 | +5.8% | 8,469 | -0.9% | 0.17% | +4.3% |
| Q2 2020 | $451,000 | +15.6% | 8,549 | -2.0% | 0.16% | +0.6% |
| Q1 2020 | $390,000 | – | 8,727 | – | 0.16% | – |
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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% |