ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 134 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,531 | -9.5% | 4,363 | -6.0% | 0.00% | – |
| Q2 2023 | $353,071 | +8.6% | 4,642 | 0.0% | 0.00% | – |
| Q1 2023 | $325,219 | +9.4% | 4,642 | -0.0% | 0.00% | – |
| Q4 2022 | $297,384 | +7.7% | 4,643 | +0.0% | 0.00% | – |
| Q3 2022 | $276,000 | -9.2% | 4,642 | -2.1% | 0.00% | – |
| Q2 2022 | $304,000 | -15.8% | 4,743 | +0.0% | 0.00% | – |
| Q1 2022 | $361,000 | -10.4% | 4,742 | -8.0% | 0.00% | – |
| Q4 2021 | $403,000 | +17.2% | 5,157 | +6.5% | 0.00% | – |
| Q3 2021 | $344,000 | -7.3% | 4,842 | -7.4% | 0.00% | – |
| Q2 2021 | $371,000 | +15.9% | 5,229 | +8.0% | 0.00% | – |
| Q1 2021 | $320,000 | +4.9% | 4,842 | -0.0% | 0.00% | – |
| Q4 2020 | $305,000 | -1.0% | 4,843 | -11.4% | 0.00% | – |
| Q3 2020 | $308,000 | +6.6% | 5,467 | 0.0% | 0.00% | – |
| Q2 2020 | $289,000 | +0.7% | 5,467 | -14.8% | 0.00% | – |
| Q1 2020 | $287,000 | -8.3% | 6,419 | +10.8% | 0.00% | – |
| Q4 2019 | $313,000 | +9.1% | 5,794 | 0.0% | 0.00% | – |
| Q3 2019 | $287,000 | +1.4% | 5,794 | 0.0% | 0.00% | – |
| Q2 2019 | $283,000 | +2.5% | 5,794 | 0.0% | 0.00% | – |
| Q1 2019 | $276,000 | +12.2% | 5,794 | 0.0% | 0.00% | – |
| Q4 2018 | $246,000 | -13.1% | 5,794 | 0.0% | 0.00% | – |
| Q3 2018 | $283,000 | +6.4% | 5,794 | 0.0% | 0.00% | – |
| Q2 2018 | $266,000 | +0.8% | 5,794 | +99.9% | 0.00% | – |
| Q1 2018 | $264,000 | -3.6% | 2,898 | -2.2% | 0.00% | – |
| Q4 2017 | $274,000 | +5.0% | 2,962 | -0.0% | 0.00% | – |
| Q3 2017 | $261,000 | +4.8% | 2,963 | +0.0% | 0.00% | – |
| Q2 2017 | $249,000 | +0.8% | 2,962 | -1.9% | 0.00% | – |
| Q1 2017 | $247,000 | -8.5% | 3,019 | -14.3% | 0.00% | – |
| Q4 2016 | $270,000 | +18.4% | 3,523 | +16.0% | 0.00% | – |
| Q3 2016 | $228,000 | +2.2% | 3,037 | -2.5% | 0.00% | – |
| Q2 2016 | $223,000 | +1.8% | 3,114 | +2.1% | 0.00% | – |
| Q1 2016 | $219,000 | -30.7% | 3,049 | -29.8% | 0.00% | – |
| Q4 2015 | $316,000 | -44.6% | 4,342 | -47.2% | 0.00% | – |
| Q3 2015 | $570,000 | -17.0% | 8,228 | -9.9% | 0.00% | – |
| Q2 2015 | $687,000 | +18.7% | 9,129 | +21.3% | 0.00% | – |
| Q1 2015 | $579,000 | +0.9% | 7,525 | -0.0% | 0.00% | – |
| Q4 2014 | $574,000 | +81.6% | 7,526 | +84.7% | 0.00% | – |
| Q3 2014 | $316,000 | -62.7% | 4,075 | -62.2% | 0.00% | – |
| Q2 2014 | $848,000 | +167.5% | 10,778 | +164.4% | 0.00% | – |
| Q1 2014 | $317,000 | -9.7% | 4,076 | -10.4% | 0.00% | – |
| Q4 2013 | $351,000 | -31.2% | 4,551 | -35.9% | 0.00% | – |
| Q3 2013 | $510,000 | +55.0% | 7,100 | +45.7% | 0.00% | – |
| Q2 2013 | $329,000 | – | 4,874 | – | 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% |