ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 166 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $109,364 | +9.4% | 1,561 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $99,982 | +7.5% | 1,561 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $93,000 | -33.1% | 1,561 | -28.3% | 0.01% | -30.0% |
| Q2 2022 | $139,000 | -51.1% | 2,177 | -41.6% | 0.01% | -47.4% |
| Q1 2022 | $284,000 | -2.4% | 3,729 | 0.0% | 0.02% | -9.5% |
| Q4 2021 | $291,000 | +9.8% | 3,729 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $265,000 | 0.0% | 3,729 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $265,000 | +7.7% | 3,729 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $246,000 | – | 3,729 | – | 0.02% | – |
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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% |