ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 189 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,188,795 | -26.1% | 16,231 | -23.2% | 0.08% | -23.8% |
| Q2 2023 | $1,608,094 | -12.8% | 21,142 | -19.7% | 0.10% | -17.3% |
| Q1 2023 | $1,845,031 | -3.0% | 26,335 | -11.3% | 0.13% | -11.8% |
| Q4 2022 | $1,901,837 | +4904.8% | 29,693 | +4447.2% | 0.14% | +4700.0% |
| Q3 2022 | $38,000 | +216.7% | 653 | +226.5% | 0.00% | +200.0% |
| Q2 2022 | $12,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -84.7% | 200 | -84.1% | 0.00% | -87.5% |
| Q4 2021 | $98,000 | +600.0% | 1,259 | +529.5% | 0.01% | +700.0% |
| Q3 2021 | $14,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | – | 200 | – | 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% |