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 | $348,403 | -65.6% | 4,757 | -69.9% | 0.00% | – |
| Q4 2022 | $1,012,054 | -67.4% | 15,801 | -69.7% | 0.00% | -100.0% |
| Q3 2022 | $3,100,000 | -83.0% | 52,084 | -81.7% | 0.00% | -80.0% |
| Q2 2022 | $18,197,000 | +494.5% | 284,015 | +605.6% | 0.01% | +400.0% |
| Q1 2022 | $3,061,000 | +1337.1% | 40,249 | +1377.6% | 0.00% | – |
| Q4 2021 | $213,000 | -96.8% | 2,724 | -97.4% | 0.00% | -100.0% |
| Q4 2020 | $6,663,000 | +399.8% | 105,920 | +255.0% | 0.00% | +100.0% |
| Q1 2020 | $1,333,000 | -67.5% | 29,838 | -64.5% | 0.00% | -50.0% |
| Q2 2019 | $4,107,000 | +336.9% | 84,100 | +279.2% | 0.00% | +100.0% |
| Q4 2018 | $940,000 | -81.2% | 22,179 | -78.3% | 0.00% | -50.0% |
| Q3 2018 | $4,996,000 | +234.4% | 102,361 | +525.4% | 0.00% | +100.0% |
| Q1 2018 | $1,494,000 | -43.5% | 16,368 | -42.6% | 0.00% | -50.0% |
| Q4 2017 | $2,643,000 | +693.7% | 28,537 | +600.5% | 0.00% | – |
| Q1 2017 | $333,000 | -29.3% | 4,074 | -35.1% | 0.00% | – |
| Q3 2016 | $471,000 | -75.2% | 6,282 | -76.3% | 0.00% | -100.0% |
| Q2 2016 | $1,902,000 | -31.0% | 26,528 | -30.8% | 0.00% | -33.3% |
| Q1 2016 | $2,757,000 | -14.9% | 38,336 | -18.1% | 0.00% | 0.0% |
| Q3 2015 | $3,238,000 | +23.3% | 46,794 | +34.1% | 0.00% | +50.0% |
| Q2 2015 | $2,626,000 | +674.6% | 34,890 | +696.8% | 0.00% | – |
| Q3 2014 | $339,000 | +51.3% | 4,379 | +52.0% | 0.00% | – |
| Q1 2014 | $224,000 | – | 2,880 | – | 0.00% | – |
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% |