ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 166 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,454,514 | +2.4% | 47,167 | +6.4% | 0.01% | +25.0% |
Q2 2023 | $3,372,960 | +8.4% | 44,346 | -0.2% | 0.00% | 0.0% |
Q1 2023 | $3,111,942 | +9.4% | 44,418 | +0.0% | 0.00% | 0.0% |
Q4 2022 | $2,844,553 | +7.9% | 44,411 | +0.2% | 0.00% | -20.0% |
Q3 2022 | $2,637,000 | -10.9% | 44,302 | -4.1% | 0.01% | 0.0% |
Q2 2022 | $2,959,000 | -12.1% | 46,184 | +4.3% | 0.01% | 0.0% |
Q1 2022 | $3,366,000 | -2.5% | 44,265 | 0.0% | 0.01% | -16.7% |
Q4 2021 | $3,453,000 | +9.7% | 44,265 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $3,149,000 | -12.8% | 44,265 | -12.9% | 0.01% | 0.0% |
Q2 2021 | $3,610,000 | +41.8% | 50,843 | +31.8% | 0.01% | +20.0% |
Q1 2021 | $2,546,000 | -0.2% | 38,564 | -4.9% | 0.01% | -16.7% |
Q4 2020 | $2,551,000 | +10.2% | 40,551 | -1.4% | 0.01% | 0.0% |
Q3 2020 | $2,315,000 | +4.8% | 41,118 | -1.8% | 0.01% | 0.0% |
Q2 2020 | $2,209,000 | -24.2% | 41,851 | -35.9% | 0.01% | -40.0% |
Q1 2020 | $2,916,000 | +1231.5% | 65,304 | +1269.6% | 0.01% | +900.0% |
Q2 2018 | $219,000 | 0.0% | 4,768 | +98.6% | 0.00% | 0.0% |
Q1 2018 | $219,000 | -1.4% | 2,401 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $222,000 | +9.4% | 2,401 | +4.3% | 0.00% | 0.0% |
Q3 2017 | $203,000 | +4.6% | 2,301 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $194,000 | -9.8% | 2,301 | -12.3% | 0.00% | 0.0% |
Q1 2017 | $215,000 | +20.8% | 2,625 | +13.2% | 0.00% | 0.0% |
Q4 2016 | $178,000 | +7.2% | 2,319 | +5.0% | 0.00% | 0.0% |
Q3 2016 | $166,000 | -0.6% | 2,209 | -4.9% | 0.00% | 0.0% |
Q2 2016 | $167,000 | +198.2% | 2,324 | +200.3% | 0.00% | – |
Q1 2016 | $56,000 | 0.0% | 774 | 0.0% | 0.00% | – |
Q4 2015 | $56,000 | +3.7% | 774 | 0.0% | 0.00% | – |
Q3 2015 | $54,000 | -62.0% | 774 | -58.0% | 0.00% | -100.0% |
Q1 2015 | $142,000 | +121.9% | 1,844 | +118.5% | 0.00% | 0.0% |
Q4 2014 | $64,000 | -1.5% | 844 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $65,000 | +6.6% | 844 | +9.0% | 0.00% | 0.0% |
Q2 2014 | $61,000 | +1.7% | 774 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $60,000 | -61.8% | 774 | -61.9% | 0.00% | -66.7% |
Q4 2013 | $157,000 | – | 2,030 | – | 0.00% | – |
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% |