ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 226 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 783,407 | $46,628,000 | 8.34% |
| Tower Wealth Partners, Inc. | 125,758 | $8,018,000 | 7.61% |
| Flagship Private Wealth, LLC | 84,917 | $5,054,000 | 5.22% |
| Drake & Associates, LLC | 141,757 | $8,437,000 | 4.80% |
| MY Wealth Management Inc. | 54,212 | $3,227,000 | 3.46% |
| Systelligence, LLC | 157,467 | $9,372,000 | 2.87% |
| USAdvisors Wealth Management, LLC | 68,908 | $4,101,000 | 2.10% |
| OneAscent Financial Services LLC | 51,564 | $3,069,000 | 1.22% |
| Barber Financial Group, Inc. | 64,629 | $3,847,000 | 1.12% |
| Bluesphere Advisors, LLC | 18,485 | $1,100,000 | 1.10% |