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 | $12,531,209 | +1.8% | 171,098 | +5.7% | 0.02% | +4.5% |
| Q2 2023 | $12,311,221 | +16.4% | 161,862 | +7.3% | 0.02% | +10.0% |
| Q1 2023 | $10,572,422 | +6.9% | 150,905 | -2.3% | 0.02% | 0.0% |
| Q4 2022 | $9,890,239 | +114.2% | 154,414 | +99.0% | 0.02% | +100.0% |
| Q3 2022 | $4,618,000 | +7.3% | 77,597 | +15.5% | 0.01% | +11.1% |
| Q2 2022 | $4,304,000 | -3.5% | 67,172 | +14.6% | 0.01% | +12.5% |
| Q1 2022 | $4,458,000 | -56.3% | 58,620 | -55.2% | 0.01% | -57.9% |
| Q4 2021 | $10,209,000 | +24.7% | 130,867 | +13.7% | 0.02% | +11.8% |
| Q3 2021 | $8,185,000 | +100.0% | 115,053 | +99.6% | 0.02% | +112.5% |
| Q2 2021 | $4,092,000 | +2.0% | 57,643 | -5.1% | 0.01% | -11.1% |
| Q1 2021 | $4,011,000 | +112.9% | 60,762 | +102.9% | 0.01% | +80.0% |
| Q4 2020 | $1,884,000 | +10.2% | 29,954 | -1.3% | 0.01% | 0.0% |
| Q3 2020 | $1,709,000 | +18.4% | 30,361 | +11.1% | 0.01% | 0.0% |
| Q2 2020 | $1,443,000 | -64.9% | 27,331 | -70.3% | 0.01% | -72.2% |
| Q1 2020 | $4,111,000 | +70.8% | 92,049 | +106.2% | 0.02% | +125.0% |
| Q4 2019 | $2,407,000 | +56.9% | 44,632 | +43.9% | 0.01% | +33.3% |
| Q3 2019 | $1,534,000 | +2.6% | 31,024 | +1.4% | 0.01% | 0.0% |
| Q2 2019 | $1,495,000 | +27.1% | 30,605 | +23.7% | 0.01% | +20.0% |
| Q1 2019 | $1,176,000 | -81.2% | 24,738 | -80.7% | 0.01% | -82.1% |
| Q3 2018 | $6,270,000 | +729.4% | 128,454 | +678.6% | 0.03% | +600.0% |
| Q2 2018 | $756,000 | +55.6% | 16,498 | +209.7% | 0.00% | +33.3% |
| Q1 2018 | $486,000 | +32.1% | 5,327 | +34.0% | 0.00% | +50.0% |
| Q4 2017 | $368,000 | +19.1% | 3,974 | +13.4% | 0.00% | 0.0% |
| Q3 2017 | $309,000 | +4.7% | 3,503 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $295,000 | +6.5% | 3,503 | +3.5% | 0.00% | 0.0% |
| Q1 2017 | $277,000 | -1.4% | 3,383 | -7.8% | 0.00% | 0.0% |
| Q4 2016 | $281,000 | +2.2% | 3,669 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $275,000 | -34.5% | 3,669 | -37.4% | 0.00% | -50.0% |
| Q2 2016 | $420,000 | -8.1% | 5,863 | -7.7% | 0.00% | -20.0% |
| Q1 2016 | $457,000 | – | 6,355 | – | 0.01% | – |
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% |