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 | $1,077,038 | +49.2% | 14,705 | +54.9% | 0.02% | +43.8% |
| Q2 2023 | $722,007 | +41.3% | 9,492 | +30.2% | 0.02% | +14.3% |
| Q1 2023 | $510,999 | -15.7% | 7,293 | -23.0% | 0.01% | -6.7% |
| Q4 2022 | $606,350 | -43.0% | 9,466 | -47.0% | 0.02% | -50.0% |
| Q3 2022 | $1,063,000 | +3.1% | 17,863 | +11.0% | 0.03% | +15.4% |
| Q2 2022 | $1,031,000 | +29.4% | 16,094 | +53.6% | 0.03% | +44.4% |
| Q1 2022 | $797,000 | +0.3% | 10,477 | +2.8% | 0.02% | 0.0% |
| Q4 2021 | $795,000 | +10.6% | 10,191 | +0.9% | 0.02% | 0.0% |
| Q3 2021 | $719,000 | +8.0% | 10,103 | +7.7% | 0.02% | +5.9% |
| Q2 2021 | $666,000 | +43.8% | 9,379 | +33.7% | 0.02% | +30.8% |
| Q1 2021 | $463,000 | +47.9% | 7,015 | +40.8% | 0.01% | +44.4% |
| Q4 2020 | $313,000 | +3812.5% | 4,981 | +3013.1% | 0.01% | – |
| Q3 2018 | $8,000 | -33.3% | 160 | +20.3% | 0.00% | -100.0% |
| Q1 2018 | $12,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | – | 133 | – | 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% |