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 | $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% | – |
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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% |