ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 138 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $10,000 | +66.7% | 173 | +47.9% | 0.00% | – |
| Q2 2020 | $6,000 | -93.3% | 117 | -94.1% | 0.00% | -100.0% |
| Q1 2020 | $89,000 | -16.8% | 1,983 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $107,000 | +9.2% | 1,983 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $98,000 | +1.0% | 1,983 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $97,000 | +3.2% | 1,983 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $94,000 | +11.9% | 1,983 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $84,000 | +2000.0% | 1,983 | +3378.9% | 0.01% | +700.0% |
| Q2 2015 | $4,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $4,000 | – | 57 | – | 0.00% | – |
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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% |