ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 152 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,271,520 | -8.9% | 17,361 | -5.3% | 0.02% | -9.1% |
| Q2 2023 | $1,395,016 | -58.5% | 18,341 | -61.7% | 0.02% | -60.7% |
| Q1 2023 | $3,358,260 | -25.0% | 47,934 | -31.4% | 0.06% | -30.9% |
| Q4 2022 | $4,477,792 | +20.0% | 69,911 | +11.5% | 0.08% | -18.2% |
| Q3 2022 | $3,733,000 | +95.8% | 62,726 | +110.7% | 0.10% | +130.2% |
| Q2 2022 | $1,907,000 | +3.9% | 29,772 | +23.4% | 0.04% | +16.2% |
| Q1 2022 | $1,835,000 | +34.0% | 24,126 | +37.5% | 0.04% | +32.1% |
| Q4 2021 | $1,369,000 | -34.5% | 17,545 | -40.3% | 0.03% | -31.7% |
| Q3 2021 | $2,089,000 | +67.9% | 29,367 | +67.6% | 0.04% | +41.4% |
| Q2 2021 | $1,244,000 | +7.7% | 17,523 | +0.2% | 0.03% | -9.4% |
| Q1 2021 | $1,155,000 | -25.8% | 17,490 | -29.3% | 0.03% | -36.0% |
| Q4 2020 | $1,557,000 | +19.2% | 24,744 | +6.6% | 0.05% | +2.0% |
| Q3 2020 | $1,306,000 | +58.9% | 23,203 | +49.0% | 0.05% | +40.0% |
| Q2 2020 | $822,000 | +251.3% | 15,570 | +197.1% | 0.04% | +169.2% |
| Q1 2020 | $234,000 | -44.9% | 5,241 | -33.5% | 0.01% | -27.8% |
| Q4 2019 | $425,000 | +4.4% | 7,881 | -4.4% | 0.02% | 0.0% |
| Q3 2019 | $407,000 | -1.5% | 8,242 | -2.4% | 0.02% | 0.0% |
| Q2 2019 | $413,000 | -20.4% | 8,442 | -22.6% | 0.02% | -30.8% |
| Q1 2019 | $519,000 | +38.8% | 10,901 | +23.8% | 0.03% | +18.2% |
| Q4 2018 | $374,000 | -13.2% | 8,806 | 0.0% | 0.02% | +4.8% |
| Q3 2018 | $431,000 | -27.9% | 8,806 | -32.5% | 0.02% | -38.2% |
| Q2 2018 | $598,000 | +0.3% | 13,044 | +99.8% | 0.03% | -5.6% |
| Q1 2018 | $596,000 | -9.1% | 6,529 | -7.8% | 0.04% | -10.0% |
| Q4 2017 | $656,000 | +107.6% | 7,079 | +98.4% | 0.04% | +110.5% |
| Q3 2017 | $316,000 | +13.3% | 3,568 | +7.1% | 0.02% | +11.8% |
| Q2 2017 | $279,000 | +27.4% | 3,333 | +24.1% | 0.02% | +13.3% |
| Q1 2017 | $219,000 | +6.3% | 2,685 | 0.0% | 0.02% | -6.2% |
| Q4 2016 | $206,000 | -3.7% | 2,685 | -5.9% | 0.02% | 0.0% |
| Q3 2016 | $214,000 | -27.0% | 2,852 | -30.1% | 0.02% | -30.4% |
| Q2 2016 | $293,000 | -3.9% | 4,080 | -3.8% | 0.02% | -11.5% |
| Q1 2016 | $305,000 | -3.8% | 4,240 | -2.3% | 0.03% | -3.7% |
| Q4 2015 | $317,000 | +9.3% | 4,340 | +4.0% | 0.03% | -3.6% |
| Q3 2015 | $290,000 | -7.6% | 4,175 | 0.0% | 0.03% | +3.7% |
| Q2 2015 | $314,000 | -2.2% | 4,175 | 0.0% | 0.03% | -10.0% |
| Q1 2015 | $321,000 | -8.8% | 4,175 | -9.2% | 0.03% | -11.8% |
| Q4 2014 | $352,000 | -20.5% | 4,600 | -19.8% | 0.03% | 0.0% |
| Q3 2014 | $443,000 | -2.0% | 5,733 | 0.0% | 0.03% | -33.3% |
| Q2 2014 | $452,000 | -2.4% | 5,733 | -3.4% | 0.05% | -19.0% |
| Q1 2014 | $463,000 | -0.6% | 5,933 | -1.7% | 0.06% | -8.7% |
| Q4 2013 | $466,000 | +64.7% | 6,033 | +53.4% | 0.07% | +38.0% |
| Q3 2013 | $283,000 | +6.4% | 3,933 | 0.0% | 0.05% | -10.7% |
| Q2 2013 | $266,000 | – | 3,933 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 783,407 | $46,628,000 | 8.34% |
| Tower Wealth Partners, Inc. | 125,758 | $8,018,000 | 7.61% |
| Flagship Private Wealth, LLC | 84,917 | $5,054,000 | 5.22% |
| Drake & Associates, LLC | 141,757 | $8,437,000 | 4.80% |
| MY Wealth Management Inc. | 54,212 | $3,227,000 | 3.46% |
| Systelligence, LLC | 157,467 | $9,372,000 | 2.87% |
| USAdvisors Wealth Management, LLC | 68,908 | $4,101,000 | 2.10% |
| OneAscent Financial Services LLC | 51,564 | $3,069,000 | 1.22% |
| Barber Financial Group, Inc. | 64,629 | $3,847,000 | 1.12% |
| Bluesphere Advisors, LLC | 18,485 | $1,100,000 | 1.10% |