ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,087 | -3.7% | 3,196 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $243,100 | +9.7% | 3,196 | +1.0% | 0.02% | +4.2% |
| Q1 2023 | $221,667 | +9.4% | 3,164 | 0.0% | 0.02% | +9.1% |
| Q4 2022 | $202,651 | +0.8% | 3,164 | +0.8% | 0.02% | -4.3% |
| Q2 2022 | $201,000 | -14.8% | 3,139 | +1.2% | 0.02% | 0.0% |
| Q1 2022 | $236,000 | -2.5% | 3,101 | +0.1% | 0.02% | -4.2% |
| Q4 2021 | $242,000 | +10.5% | 3,099 | +0.7% | 0.02% | 0.0% |
| Q3 2021 | $219,000 | +0.5% | 3,077 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $218,000 | +8.5% | 3,077 | +0.9% | 0.02% | +4.3% |
| Q1 2021 | $201,000 | – | 3,050 | – | 0.02% | – |
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% |