ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,101,956 | +5.5% | 56,008 | +9.8% | 0.04% | +8.8% |
| Q2 2023 | $3,889,030 | +10.9% | 51,010 | +1.9% | 0.03% | 0.0% |
| Q1 2023 | $3,507,840 | +1171.8% | 50,069 | -0.6% | 0.03% | +142.9% |
| Q4 2022 | $275,807 | -91.4% | 50,378 | -6.2% | 0.01% | -62.2% |
| Q3 2022 | $3,198,000 | -43.3% | 53,715 | -39.0% | 0.04% | -26.0% |
| Q2 2022 | $5,639,000 | -39.2% | 88,016 | -27.8% | 0.05% | -29.6% |
| Q1 2022 | $9,270,000 | +1.1% | 121,898 | +3.7% | 0.07% | +2.9% |
| Q4 2021 | $9,169,000 | -17.6% | 117,536 | -24.8% | 0.07% | -2.8% |
| Q3 2021 | $11,123,000 | +38.7% | 156,364 | +38.4% | 0.07% | +1.4% |
| Q2 2021 | $8,018,000 | +14.1% | 112,941 | +6.1% | 0.07% | +4.5% |
| Q1 2021 | $7,029,000 | +5.2% | 106,482 | +0.3% | 0.07% | -4.3% |
| Q4 2020 | $6,682,000 | +28.6% | 106,213 | +11.9% | 0.07% | +2.9% |
| Q3 2020 | $5,197,000 | +6.4% | 94,957 | +2.6% | 0.07% | 0.0% |
| Q2 2020 | $4,883,000 | +58.6% | 92,510 | +34.2% | 0.07% | +21.4% |
| Q1 2020 | $3,078,000 | +223.0% | 68,935 | +290.2% | 0.06% | +273.3% |
| Q4 2019 | $953,000 | +45.3% | 17,667 | +33.2% | 0.02% | +50.0% |
| Q3 2019 | $656,000 | +6.0% | 13,263 | +4.7% | 0.01% | -9.1% |
| Q2 2019 | $619,000 | -4.0% | 12,667 | -6.6% | 0.01% | -15.4% |
| Q1 2019 | $645,000 | -6.4% | 13,563 | -16.6% | 0.01% | -23.5% |
| Q4 2018 | $689,000 | +39.2% | 16,255 | +60.2% | 0.02% | +70.0% |
| Q3 2018 | $495,000 | +61.2% | 10,149 | +51.7% | 0.01% | +100.0% |
| Q2 2018 | $307,000 | -32.5% | 6,691 | +39.5% | 0.01% | -73.7% |
| Q4 2017 | $455,000 | +3.2% | 4,797 | -3.3% | 0.02% | +72.7% |
| Q3 2017 | $441,000 | +9.7% | 4,960 | +4.1% | 0.01% | 0.0% |
| Q2 2017 | $402,000 | +3.6% | 4,764 | -95.2% | 0.01% | 0.0% |
| Q1 2017 | $388,000 | +15.5% | 99,764 | +2215.2% | 0.01% | 0.0% |
| Q4 2016 | $336,000 | +11.3% | 4,309 | +6.7% | 0.01% | -8.3% |
| Q3 2016 | $302,000 | +5.2% | 4,037 | -0.1% | 0.01% | 0.0% |
| Q2 2016 | $287,000 | -35.5% | 4,040 | -34.7% | 0.01% | -45.5% |
| Q1 2016 | $445,000 | -5.7% | 6,184 | -4.7% | 0.02% | -4.3% |
| Q4 2015 | $472,000 | +106.1% | 6,487 | +95.2% | 0.02% | +76.9% |
| Q3 2015 | $229,000 | +1.8% | 3,323 | +11.4% | 0.01% | +18.2% |
| Q2 2015 | $225,000 | -8.5% | 2,984 | -6.7% | 0.01% | -21.4% |
| Q1 2015 | $246,000 | +13.9% | 3,199 | +13.2% | 0.01% | 0.0% |
| Q4 2014 | $216,000 | +340.8% | 2,827 | +348.0% | 0.01% | +366.7% |
| Q3 2014 | $49,000 | – | 631 | – | 0.00% | – |
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% |