ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 152 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $8,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 112 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $7,000 | +16.7% | 112 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -44.4% | 112 | -32.5% | 0.00% | -25.0% |
| Q4 2019 | $9,000 | +12.5% | 166 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 166 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -12.5% | 166 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $8,000 | 0.0% | 166 | +100.0% | 0.01% | -44.4% |
| Q1 2018 | $8,000 | 0.0% | 83 | 0.0% | 0.01% | +80.0% |
| Q4 2017 | $8,000 | +14.3% | 83 | 0.0% | 0.01% | +25.0% |
| Q3 2017 | $7,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | 0.0% | 83 | 0.0% | 0.00% | -20.0% |
| Q1 2017 | $7,000 | +16.7% | 83 | 0.0% | 0.01% | +25.0% |
| Q4 2016 | $6,000 | -62.5% | 83 | -61.9% | 0.00% | -63.6% |
| Q3 2016 | $16,000 | 0.0% | 218 | 0.0% | 0.01% | -8.3% |
| Q2 2016 | $16,000 | -33.3% | 218 | -34.5% | 0.01% | -36.8% |
| Q1 2016 | $24,000 | +4.3% | 333 | 0.0% | 0.02% | +72.7% |
| Q3 2015 | $23,000 | -25.8% | 333 | -19.4% | 0.01% | -26.7% |
| Q2 2015 | $31,000 | -3.1% | 413 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $32,000 | 0.0% | 413 | 0.0% | 0.02% | -16.7% |
| Q4 2014 | $32,000 | – | 413 | – | 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% |