ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 226 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,023 | -50.3% | 3,059 | -58.3% | 0.01% | 0.0% |
| Q2 2023 | $450,966 | +162.0% | 7,332 | +100.1% | 0.01% | +42.9% |
| Q1 2023 | $172,150 | +74423.8% | 3,664 | -23.8% | 0.01% | +16.7% |
| Q4 2022 | $231 | -99.9% | 4,809 | -37.5% | 0.01% | -40.0% |
| Q3 2022 | $366,000 | +0.8% | 7,693 | +0.9% | 0.01% | -9.1% |
| Q2 2022 | $363,000 | -37.9% | 7,621 | -38.1% | 0.01% | +57.1% |
| Q1 2022 | $585,000 | +141.7% | 12,316 | +300.9% | 0.01% | +40.0% |
| Q4 2021 | $242,000 | +11.5% | 3,072 | +0.0% | 0.01% | +25.0% |
| Q3 2021 | $217,000 | +51.7% | 3,071 | +52.1% | 0.00% | +33.3% |
| Q2 2021 | $143,000 | +70.2% | 2,019 | +59.9% | 0.00% | +50.0% |
| Q1 2021 | $84,000 | +50.0% | 1,263 | +41.3% | 0.00% | 0.0% |
| Q4 2020 | $56,000 | +12.0% | 894 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $50,000 | +8.7% | 894 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $46,000 | +15.0% | 894 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $40,000 | -18.4% | 894 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $49,000 | +11.4% | 894 | 0.0% | 0.00% | +33.3% |
| Q3 2019 | $44,000 | +2.3% | 894 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $43,000 | -66.1% | 894 | -70.4% | 0.01% | -25.0% |
| Q4 2018 | $127,000 | -24.9% | 3,016 | -12.7% | 0.01% | +14.3% |
| Q3 2018 | $169,000 | -36.2% | 3,455 | -40.3% | 0.01% | -36.4% |
| Q2 2018 | $265,000 | +46.4% | 5,788 | +196.8% | 0.01% | +37.5% |
| Q1 2018 | $181,000 | 0.0% | 1,950 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $181,000 | +31.2% | 1,950 | +24.3% | 0.01% | +60.0% |
| Q3 2017 | $138,000 | -14.3% | 1,569 | -17.9% | 0.01% | -28.6% |
| Q2 2017 | $161,000 | +3.2% | 1,911 | +0.2% | 0.01% | 0.0% |
| Q1 2017 | $156,000 | -18.8% | 1,908 | -23.7% | 0.01% | -22.2% |
| Q4 2016 | $192,000 | +39.1% | 2,502 | +35.6% | 0.01% | +28.6% |
| Q3 2016 | $138,000 | +4.5% | 1,845 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $132,000 | +207.0% | 1,845 | +106.4% | 0.01% | +16.7% |
| Q1 2016 | $43,000 | -74.7% | 894 | -61.8% | 0.01% | -45.5% |
| Q4 2015 | $170,000 | – | 2,338 | – | 0.01% | – |
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% |