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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,560 | -5.2% | 3,148 | -1.5% | 0.02% | 0.0% |
| Q2 2023 | $243,088 | +5.8% | 3,196 | -2.6% | 0.02% | 0.0% |
| Q1 2023 | $229,797 | +6.4% | 3,280 | -2.7% | 0.02% | 0.0% |
| Q4 2022 | $215,977 | +5.4% | 3,372 | -2.3% | 0.02% | -5.3% |
| Q3 2022 | $205,000 | -10.9% | 3,450 | -4.0% | 0.02% | -5.0% |
| Q2 2022 | $230,000 | -13.9% | 3,592 | +2.2% | 0.02% | -4.8% |
| Q1 2022 | $267,000 | -6.6% | 3,514 | -4.3% | 0.02% | 0.0% |
| Q4 2021 | $286,000 | +9.6% | 3,670 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $261,000 | -18.4% | 3,670 | -18.6% | 0.02% | -19.2% |
| Q2 2021 | $320,000 | -1.8% | 4,509 | -8.7% | 0.03% | -7.1% |
| Q1 2021 | $326,000 | +0.3% | 4,941 | -4.4% | 0.03% | -34.9% |
| Q4 2020 | $325,000 | – | 5,168 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tower Wealth Partners, Inc. | 125,195 | $9,522,332 | 7.63% |
| Flagship Private Wealth, LLC | 104,021 | $7,911,798 | 6.55% |
| Kaye Capital Management | 169,207 | $12,869,909 | 6.26% |
| Amplius Wealth Advisors, LLC | 559,845 | $42,581,811 | 5.74% |
| Drake & Associates, LLC | 147,883 | $11,248,008 | 5.03% |
| Asset Allocation Strategies LLC | 124,134 | $9,441,607 | 4.46% |
| Bluesphere Advisors, LLC | 80,538 | $6,125,720 | 4.27% |
| WADDELL & ASSOCIATES, LLC | 378,252 | $28,769,870 | 4.22% |
| Beaumont Financial Advisors, LLC | 420,546 | $31,986,696 | 2.95% |
| Per Stirling Capital Management, LLC. | 186,553 | $14,189,193 | 2.89% |