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 | $5,169,638 | +76.2% | 70,584 | +83.0% | 0.09% | +73.6% |
| Q2 2023 | $2,934,291 | -4.8% | 38,579 | -12.4% | 0.05% | -8.6% |
| Q1 2023 | $3,083,775 | +7.9% | 44,016 | -1.3% | 0.06% | -1.7% |
| Q4 2022 | $2,857,556 | -35.3% | 44,614 | -39.9% | 0.06% | -39.2% |
| Q3 2022 | $4,415,000 | +129.7% | 74,176 | +147.2% | 0.10% | +142.5% |
| Q2 2022 | $1,922,000 | -14.1% | 30,001 | +2.0% | 0.04% | +2.6% |
| Q1 2022 | $2,237,000 | -4.6% | 29,414 | -2.2% | 0.04% | -7.1% |
| Q4 2021 | $2,345,000 | +5.3% | 30,064 | -3.9% | 0.04% | +5.0% |
| Q3 2021 | $2,226,000 | -10.8% | 31,283 | -11.0% | 0.04% | -16.7% |
| Q2 2021 | $2,495,000 | +89.3% | 35,140 | +75.9% | 0.05% | +65.5% |
| Q1 2021 | $1,318,000 | +55.1% | 19,972 | +14.7% | 0.03% | -14.7% |
| Q3 2018 | $850,000 | – | 17,414 | – | 0.03% | – |
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% |