ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 165 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,788 | -13.8% | 2,719 | -27.4% | 0.06% | -22.5% |
| Q2 2022 | $240,000 | -15.2% | 3,745 | +0.7% | 0.07% | -4.1% |
| Q1 2022 | $283,000 | -4.7% | 3,719 | -2.4% | 0.07% | -3.9% |
| Q4 2021 | $297,000 | +4.6% | 3,811 | +0.0% | 0.08% | +2.7% |
| Q3 2021 | $284,000 | +5.2% | 3,810 | 0.0% | 0.08% | +1.4% |
| Q2 2021 | $270,000 | +8.0% | 3,810 | +0.7% | 0.07% | +2.8% |
| Q1 2021 | $250,000 | +11.6% | 3,783 | -5.1% | 0.07% | -10.0% |
| Q3 2020 | $224,000 | +5.7% | 3,987 | -0.8% | 0.08% | +1.3% |
| Q2 2020 | $212,000 | -1.9% | 4,021 | +0.5% | 0.08% | +8.2% |
| Q4 2019 | $216,000 | – | 4,000 | – | 0.07% | – |
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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% |