ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 166 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $398,000 | +5.0% | 6,022 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $379,000 | +11.8% | 6,022 | 0.0% | 0.02% | -5.3% |
| Q3 2020 | $339,000 | +6.6% | 6,022 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $318,000 | +18.2% | 6,022 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $269,000 | -17.2% | 6,022 | 0.0% | 0.02% | +5.6% |
| Q4 2019 | $325,000 | +9.1% | 6,022 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $298,000 | +1.4% | 6,022 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $294,000 | +2.8% | 6,022 | 0.0% | 0.02% | +5.9% |
| Q1 2019 | $286,000 | +12.2% | 6,022 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $255,000 | -13.3% | 6,022 | 0.0% | 0.02% | -37.0% |
| Q3 2018 | $294,000 | +6.5% | 6,022 | 0.0% | 0.03% | +3.8% |
| Q2 2018 | $276,000 | +0.4% | 6,022 | +100.0% | 0.03% | -3.7% |
| Q1 2018 | $275,000 | -1.4% | 3,011 | 0.0% | 0.03% | +3.8% |
| Q4 2017 | $279,000 | +4.9% | 3,011 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $266,000 | +4.7% | 3,011 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $254,000 | +3.3% | 3,011 | 0.0% | 0.03% | +8.3% |
| Q1 2017 | $246,000 | +6.5% | 3,011 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $231,000 | +2.2% | 3,011 | 0.0% | 0.02% | +4.3% |
| Q3 2016 | $226,000 | +4.6% | 3,011 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $216,000 | – | 3,011 | – | 0.02% | – |
Download | ||||||
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% |