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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,573,561 | -1.0% | 390,136 | +2.8% | 0.01% | 0.0% |
| Q2 2023 | $28,870,398 | +35.7% | 379,574 | +25.0% | 0.01% | +25.0% |
| Q1 2023 | $21,280,445 | +3.2% | 303,746 | -5.7% | 0.01% | 0.0% |
| Q4 2022 | $20,625,253 | +1.6% | 322,018 | -5.6% | 0.01% | -11.1% |
| Q3 2022 | $20,307,000 | -19.5% | 341,187 | -13.3% | 0.01% | -10.0% |
| Q2 2022 | $25,219,000 | -7.0% | 393,619 | +10.4% | 0.01% | +11.1% |
| Q1 2022 | $27,107,000 | +4.9% | 356,432 | +7.6% | 0.01% | +28.6% |
| Q4 2021 | $25,844,000 | +41.8% | 331,287 | +29.3% | 0.01% | +16.7% |
| Q3 2021 | $18,232,000 | +3.8% | 256,280 | +3.6% | 0.01% | 0.0% |
| Q2 2021 | $17,569,000 | +8.0% | 247,482 | +0.4% | 0.01% | +20.0% |
| Q1 2021 | $16,270,000 | +7.6% | 246,483 | +2.5% | 0.01% | 0.0% |
| Q4 2020 | $15,127,000 | -20.5% | 240,449 | -28.9% | 0.01% | -28.6% |
| Q3 2020 | $19,034,000 | +11.8% | 338,088 | +4.8% | 0.01% | 0.0% |
| Q2 2020 | $17,028,000 | +2.3% | 322,628 | -13.5% | 0.01% | -12.5% |
| Q1 2020 | $16,648,000 | -25.7% | 372,782 | -10.3% | 0.01% | 0.0% |
| Q4 2019 | $22,420,000 | +8.2% | 415,654 | -0.8% | 0.01% | 0.0% |
| Q3 2019 | $20,725,000 | -2.5% | 419,103 | -3.8% | 0.01% | 0.0% |
| Q2 2019 | $21,267,000 | -14.7% | 435,448 | -17.0% | 0.01% | -20.0% |
| Q1 2019 | $24,942,000 | +58.8% | 524,534 | +41.6% | 0.01% | +42.9% |
| Q4 2018 | $15,707,000 | -11.8% | 370,456 | +1.5% | 0.01% | 0.0% |
| Q3 2018 | $17,806,000 | +44.1% | 364,802 | +35.4% | 0.01% | +40.0% |
| Q2 2018 | $12,357,000 | +20.8% | 269,508 | +140.3% | 0.01% | +25.0% |
| Q1 2018 | $10,233,000 | +5.5% | 112,133 | +7.0% | 0.00% | 0.0% |
| Q4 2017 | $9,703,000 | +7.9% | 104,777 | +2.8% | 0.00% | 0.0% |
| Q3 2017 | $8,989,000 | +11.7% | 101,881 | +6.7% | 0.00% | 0.0% |
| Q2 2017 | $8,044,000 | +2.9% | 95,505 | -0.1% | 0.00% | 0.0% |
| Q1 2017 | $7,815,000 | +3.7% | 95,606 | -2.7% | 0.00% | 0.0% |
| Q4 2016 | $7,536,000 | -1.2% | 98,233 | -3.4% | 0.00% | -20.0% |
| Q3 2016 | $7,626,000 | +9.0% | 101,732 | +4.3% | 0.01% | +25.0% |
| Q2 2016 | $6,996,000 | +13.7% | 97,583 | +14.1% | 0.00% | 0.0% |
| Q1 2016 | $6,152,000 | +1.0% | 85,540 | +2.3% | 0.00% | 0.0% |
| Q4 2015 | $6,090,000 | -28.5% | 83,625 | -32.1% | 0.00% | -33.3% |
| Q3 2015 | $8,517,000 | +11.9% | 123,105 | +21.7% | 0.01% | +20.0% |
| Q2 2015 | $7,614,000 | +2.5% | 101,165 | +4.8% | 0.01% | 0.0% |
| Q1 2015 | $7,427,000 | -6.8% | 96,558 | -7.6% | 0.01% | -16.7% |
| Q4 2014 | $7,968,000 | – | 104,542 | – | 0.01% | – |
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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% |