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 | $312,735 | -3.7% | 4,270 | 0.0% | 0.02% | -11.8% |
| Q2 2023 | $324,776 | +4.5% | 4,270 | -3.8% | 0.02% | -5.6% |
| Q1 2023 | $310,926 | +9.4% | 4,438 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $284,254 | -13.1% | 4,438 | -19.2% | 0.02% | -24.0% |
| Q3 2022 | $327,000 | +24.3% | 5,494 | +33.6% | 0.02% | +25.0% |
| Q2 2022 | $263,000 | -65.2% | 4,111 | -58.6% | 0.02% | -62.3% |
| Q1 2022 | $755,000 | +134.5% | 9,932 | +140.9% | 0.05% | +130.4% |
| Q4 2021 | $322,000 | -64.8% | 4,123 | -68.0% | 0.02% | -66.7% |
| Q3 2021 | $915,000 | -9.6% | 12,865 | -9.8% | 0.07% | -13.8% |
| Q2 2021 | $1,012,000 | +8.5% | 14,256 | +0.9% | 0.08% | -8.0% |
| Q1 2021 | $933,000 | +5.2% | 14,131 | +0.2% | 0.09% | +4.8% |
| Q4 2020 | $887,000 | +12.1% | 14,101 | +0.4% | 0.08% | -7.8% |
| Q3 2020 | $791,000 | +6.6% | 14,051 | -0.1% | 0.09% | -10.0% |
| Q2 2020 | $742,000 | +9.1% | 14,064 | -7.6% | 0.10% | -19.4% |
| Q1 2020 | $680,000 | -21.7% | 15,217 | -5.4% | 0.12% | +5.1% |
| Q4 2019 | $868,000 | +18.1% | 16,092 | +8.3% | 0.12% | +3.5% |
| Q3 2019 | $735,000 | +8.2% | 14,860 | +6.8% | 0.11% | +4.6% |
| Q2 2019 | $679,000 | +177.1% | 13,911 | +170.1% | 0.11% | +137.0% |
| Q1 2019 | $245,000 | -39.7% | 5,150 | -43.7% | 0.05% | -46.5% |
| Q4 2018 | $406,000 | – | 9,150 | – | 0.09% | – |
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% |