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 | $277,213 | -22.7% | 3,785 | -19.7% | 0.02% | -23.1% |
Q2 2023 | $358,699 | +8.6% | 4,716 | 0.0% | 0.03% | +8.3% |
Q1 2023 | $330,403 | +9.4% | 4,716 | 0.0% | 0.02% | +4.3% |
Q4 2022 | $302,060 | -14.7% | 4,716 | -20.8% | 0.02% | -23.3% |
Q3 2022 | $354,000 | -5.3% | 5,953 | +1.9% | 0.03% | 0.0% |
Q2 2022 | $374,000 | -12.4% | 5,844 | +4.1% | 0.03% | +3.4% |
Q1 2022 | $427,000 | +10.3% | 5,616 | +13.3% | 0.03% | +16.0% |
Q4 2021 | $387,000 | – | 4,958 | – | 0.02% | – |
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% |