ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 186 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $203 | -100.0% | 2,896 | -85.1% | 0.02% | -81.6% |
| Q4 2021 | $1,518,000 | -2.3% | 19,452 | -10.9% | 0.09% | -17.1% |
| Q3 2021 | $1,553,000 | -28.2% | 21,828 | -28.3% | 0.10% | -26.6% |
| Q2 2021 | $2,163,000 | -34.8% | 30,463 | -36.0% | 0.14% | +23.3% |
| Q1 2021 | $3,320,000 | +174.2% | 47,614 | +147.4% | 0.12% | +123.1% |
| Q4 2020 | $1,211,000 | +31.8% | 19,246 | +17.9% | 0.05% | +13.0% |
| Q3 2020 | $919,000 | +13.9% | 16,324 | +6.8% | 0.05% | +4.5% |
| Q2 2020 | $807,000 | +404.4% | 15,290 | +327.0% | 0.04% | +266.7% |
| Q1 2020 | $160,000 | -17.1% | 3,581 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $193,000 | +9.0% | 3,581 | +0.3% | 0.02% | 0.0% |
| Q3 2019 | $177,000 | – | 3,570 | – | 0.02% | – |
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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% |