ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 202 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $963 | -100.0% | 12,657 | -76.7% | 0.04% | -75.7% |
| Q3 2022 | $3,229,000 | -42.6% | 54,258 | -38.2% | 0.17% | -42.3% |
| Q2 2022 | $5,622,000 | -5.2% | 87,750 | +12.5% | 0.30% | +46.3% |
| Q1 2022 | $5,929,000 | +1696.7% | 77,966 | +1576.0% | 0.20% | +1181.2% |
| Q2 2021 | $330,000 | -21.4% | 4,652 | -26.9% | 0.02% | -30.4% |
| Q1 2021 | $420,000 | – | 6,366 | – | 0.02% | – |
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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% |