ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $131,466 | -31.2% | 1,795 | -28.5% | 0.00% | -50.0% |
| Q2 2023 | $190,987 | -24.6% | 2,511 | -30.6% | 0.00% | -33.3% |
| Q1 2023 | $253,306 | +11.0% | 3,616 | +1.5% | 0.00% | 0.0% |
| Q4 2022 | $228,274 | -6.8% | 3,564 | -13.5% | 0.00% | 0.0% |
| Q3 2022 | $245,000 | +73.8% | 4,121 | +87.4% | 0.00% | +50.0% |
| Q2 2022 | $141,000 | -10.2% | 2,199 | +6.9% | 0.00% | 0.0% |
| Q1 2022 | $157,000 | -2.5% | 2,058 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $161,000 | +10.3% | 2,058 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $146,000 | +102.8% | 2,058 | +101.8% | 0.00% | +100.0% |
| Q2 2021 | $72,000 | – | 1,020 | – | 0.00% | – |
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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% |