ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,051,400 | +12.3% | 396,660 | +16.6% | 0.02% | +11.1% |
| Q2 2023 | $25,878,672 | +27.3% | 340,240 | +17.3% | 0.02% | +12.5% |
| Q1 2023 | $20,324,991 | +59.5% | 290,108 | +45.8% | 0.02% | +45.5% |
| Q4 2022 | $12,746,779 | +21.6% | 199,013 | +13.0% | 0.01% | +10.0% |
| Q3 2022 | $10,480,000 | -0.3% | 176,073 | +7.3% | 0.01% | 0.0% |
| Q2 2022 | $10,512,000 | -19.1% | 164,074 | -4.0% | 0.01% | -9.1% |
| Q1 2022 | $12,992,000 | +27.2% | 170,839 | +30.5% | 0.01% | +22.2% |
| Q4 2021 | $10,210,000 | +30.8% | 130,875 | +19.3% | 0.01% | +28.6% |
| Q3 2021 | $7,805,000 | +17.7% | 109,710 | +17.4% | 0.01% | 0.0% |
| Q2 2021 | $6,632,000 | +7.6% | 93,425 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $6,163,000 | +9.9% | 93,367 | +4.8% | 0.01% | 0.0% |
| Q4 2020 | $5,606,000 | +32.3% | 89,104 | +18.4% | 0.01% | 0.0% |
| Q3 2020 | $4,236,000 | +48.1% | 75,231 | +38.8% | 0.01% | +40.0% |
| Q2 2020 | $2,860,000 | +42.1% | 54,184 | +20.2% | 0.01% | +25.0% |
| Q1 2020 | $2,013,000 | -45.5% | 45,079 | -34.2% | 0.00% | -42.9% |
| Q4 2019 | $3,696,000 | +89.6% | 68,525 | +73.9% | 0.01% | +75.0% |
| Q3 2019 | $1,949,000 | -5.4% | 39,415 | -6.6% | 0.00% | 0.0% |
| Q2 2019 | $2,060,000 | -66.6% | 42,180 | -67.5% | 0.00% | -71.4% |
| Q1 2019 | $6,175,000 | +250.3% | 129,860 | +212.4% | 0.01% | +180.0% |
| Q4 2018 | $1,763,000 | -7.1% | 41,571 | +6.9% | 0.01% | 0.0% |
| Q3 2018 | $1,897,000 | -9.3% | 38,873 | -14.8% | 0.01% | 0.0% |
| Q2 2018 | $2,092,000 | +6.6% | 45,628 | +112.2% | 0.01% | 0.0% |
| Q1 2018 | $1,962,000 | +11.2% | 21,504 | +12.9% | 0.01% | 0.0% |
| Q4 2017 | $1,765,000 | -12.6% | 19,055 | -16.8% | 0.01% | -28.6% |
| Q3 2017 | $2,020,000 | +7.4% | 22,894 | +2.5% | 0.01% | 0.0% |
| Q2 2017 | $1,881,000 | +14.6% | 22,336 | +11.1% | 0.01% | -36.4% |
| Q1 2017 | $1,641,000 | +9.8% | 20,096 | +4.1% | 0.01% | 0.0% |
| Q4 2016 | $1,494,000 | +10.3% | 19,309 | +6.7% | 0.01% | -15.4% |
| Q3 2016 | $1,355,000 | +2.0% | 18,104 | -3.2% | 0.01% | +18.2% |
| Q2 2016 | $1,329,000 | -62.2% | 18,695 | -62.3% | 0.01% | +10.0% |
| Q1 2016 | $3,515,000 | -19.2% | 49,628 | -18.4% | 0.01% | -16.7% |
| Q4 2015 | $4,350,000 | +103.2% | 60,834 | +104.1% | 0.01% | 0.0% |
| Q3 2015 | $2,141,000 | +4.2% | 29,808 | +8.6% | 0.01% | +20.0% |
| Q2 2015 | $2,054,000 | -25.2% | 27,452 | -23.1% | 0.01% | -28.6% |
| Q1 2015 | $2,745,000 | -9.4% | 35,718 | -10.2% | 0.01% | -17.6% |
| Q4 2014 | $3,031,000 | +13.1% | 39,762 | +13.6% | 0.02% | +6.2% |
| Q3 2014 | $2,680,000 | -25.5% | 35,014 | -23.4% | 0.02% | -23.8% |
| Q2 2014 | $3,598,000 | -2.8% | 45,697 | -3.9% | 0.02% | -8.7% |
| Q1 2014 | $3,702,000 | -9.8% | 47,544 | -10.6% | 0.02% | -11.5% |
| Q4 2013 | $4,106,000 | +19.2% | 53,160 | +13.3% | 0.03% | +13.0% |
| Q3 2013 | $3,444,000 | +33.6% | 46,929 | +23.0% | 0.02% | +21.1% |
| Q2 2013 | $2,578,000 | – | 38,156 | – | 0.02% | – |
Download | ||||||
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% |