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 ↓ |
|---|---|---|---|
| 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% |