ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 165 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,206,142 | -10.3% | 16,577 | -5.9% | 0.06% | -7.1% |
Q2 2023 | $1,344,506 | -11.4% | 17,621 | -16.6% | 0.07% | -21.3% |
Q1 2023 | $1,518,207 | -1.5% | 21,139 | -4.9% | 0.09% | -5.3% |
Q4 2022 | $1,541,250 | +3.9% | 22,231 | -5.6% | 0.09% | -11.3% |
Q3 2022 | $1,484,000 | -7.8% | 23,555 | +1.3% | 0.11% | -8.6% |
Q2 2022 | $1,609,000 | +10.5% | 23,262 | +6.5% | 0.12% | +4.5% |
Q1 2022 | $1,456,000 | -18.2% | 21,837 | -8.1% | 0.11% | -11.9% |
Q4 2021 | $1,780,000 | +0.8% | 23,751 | +2.3% | 0.13% | +1.6% |
Q3 2021 | $1,766,000 | -49.5% | 23,211 | -51.3% | 0.12% | -4.6% |
Q2 2021 | $3,500,000 | +119.2% | 47,626 | +107.6% | 0.13% | -1.5% |
Q1 2021 | $1,597,000 | +22.7% | 22,942 | +14.2% | 0.13% | +7.3% |
Q4 2020 | $1,302,000 | – | 20,091 | – | 0.12% | – |
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% |