ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $419,226 | -85.7% | 5,724 | -85.1% | 0.00% | -100.0% |
| Q2 2023 | $2,931,581 | +352.0% | 38,543 | +316.4% | 0.00% | – |
| Q1 2023 | $648,545 | -92.0% | 9,257 | -92.6% | 0.00% | -100.0% |
| Q4 2022 | $8,065,368 | +854.5% | 125,923 | +787.4% | 0.00% | – |
| Q3 2022 | $845,000 | -88.6% | 14,190 | -85.4% | 0.00% | -100.0% |
| Q1 2022 | $7,412,000 | +802.8% | 97,467 | +742.7% | 0.00% | – |
| Q2 2021 | $821,000 | -75.1% | 11,566 | -76.8% | 0.00% | – |
| Q1 2021 | $3,297,000 | -71.3% | 49,944 | -72.7% | 0.00% | -100.0% |
| Q4 2020 | $11,490,000 | +638.4% | 182,664 | +560.7% | 0.00% | – |
| Q3 2020 | $1,556,000 | -43.3% | 27,648 | -46.8% | 0.00% | -100.0% |
| Q2 2020 | $2,743,000 | +56.2% | 51,965 | +32.1% | 0.00% | – |
| Q1 2020 | $1,756,000 | +155.6% | 39,327 | +183.1% | 0.00% | – |
| Q3 2019 | $687,000 | -95.9% | 13,892 | -96.0% | 0.00% | -100.0% |
| Q2 2019 | $16,955,000 | +1362.9% | 347,155 | +1362.1% | 0.00% | – |
| Q3 2018 | $1,159,000 | +19.1% | 23,743 | +11.9% | 0.00% | – |
| Q2 2018 | $973,000 | -45.1% | 21,214 | +9.3% | 0.00% | -100.0% |
| Q1 2018 | $1,771,000 | -0.3% | 19,406 | +1.1% | 0.00% | 0.0% |
| Q4 2017 | $1,777,000 | +172.1% | 19,188 | +159.3% | 0.00% | – |
| Q3 2017 | $653,000 | -74.5% | 7,400 | -75.7% | 0.00% | -100.0% |
| Q2 2017 | $2,563,000 | +12.5% | 30,431 | +9.2% | 0.00% | 0.0% |
| Q1 2017 | $2,279,000 | -53.9% | 27,876 | -56.7% | 0.00% | -66.7% |
| Q4 2016 | $4,939,000 | -26.2% | 64,380 | -27.8% | 0.00% | 0.0% |
| Q3 2016 | $6,688,000 | +272.0% | 89,225 | +255.6% | 0.00% | – |
| Q2 2016 | $1,798,000 | -72.0% | 25,091 | -71.8% | 0.00% | -100.0% |
| Q1 2016 | $6,412,000 | +111.5% | 89,082 | +114.6% | 0.00% | +200.0% |
| Q4 2015 | $3,031,000 | -47.7% | 41,519 | -50.5% | 0.00% | -50.0% |
| Q3 2015 | $5,799,000 | +86.2% | 83,813 | +102.7% | 0.00% | +100.0% |
| Q2 2015 | $3,115,000 | +147.2% | 41,345 | +155.2% | 0.00% | – |
| Q1 2015 | $1,260,000 | +86.1% | 16,200 | +84.1% | 0.00% | – |
| Q4 2014 | $677,000 | -80.1% | 8,800 | -80.0% | 0.00% | -100.0% |
| Q3 2014 | $3,407,000 | +28.9% | 43,976 | +31.0% | 0.00% | 0.0% |
| Q2 2014 | $2,644,000 | -12.7% | 33,579 | -13.7% | 0.00% | 0.0% |
| Q1 2014 | $3,030,000 | -14.7% | 38,913 | -15.3% | 0.00% | -50.0% |
| Q4 2013 | $3,551,000 | +652.3% | 45,916 | +606.4% | 0.00% | – |
| Q3 2013 | $472,000 | -95.4% | 6,500 | -95.7% | 0.00% | -100.0% |
| Q2 2013 | $10,285,000 | – | 152,276 | – | 0.01% | – |
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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% |