ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,766 | -3.7% | 5,076 | 0.0% | 0.19% | +1.1% |
| Q2 2023 | $386,081 | -56.2% | 5,076 | -59.6% | 0.18% | -55.2% |
| Q1 2023 | $881,075 | +9.4% | 12,576 | 0.0% | 0.41% | +6.4% |
| Q4 2022 | $805,493 | +7.5% | 12,576 | 0.0% | 0.39% | +2.4% |
| Q3 2022 | $749,000 | -7.8% | 12,576 | -0.8% | 0.38% | -1.0% |
| Q2 2022 | $812,000 | -15.8% | 12,676 | 0.0% | 0.38% | +1.9% |
| Q1 2022 | $964,000 | -2.5% | 12,676 | 0.0% | 0.38% | -2.8% |
| Q4 2021 | $989,000 | +9.6% | 12,676 | 0.0% | 0.39% | -4.4% |
| Q3 2021 | $902,000 | +0.2% | 12,676 | 0.0% | 0.40% | -0.2% |
| Q2 2021 | $900,000 | +7.5% | 12,676 | 0.0% | 0.41% | -5.6% |
| Q1 2021 | $837,000 | +5.0% | 12,676 | 0.0% | 0.43% | -4.4% |
| Q4 2020 | $797,000 | +11.6% | 12,676 | 0.0% | 0.45% | -1.1% |
| Q3 2020 | $714,000 | +7.4% | 12,676 | +0.6% | 0.46% | -4.2% |
| Q2 2020 | $665,000 | +18.1% | 12,600 | 0.0% | 0.48% | +12.6% |
| Q1 2020 | $563,000 | -71.5% | 12,600 | -65.6% | 0.42% | -62.2% |
| Q4 2019 | $1,974,000 | +9.1% | 36,600 | 0.0% | 1.12% | -8.6% |
| Q3 2019 | $1,810,000 | +0.4% | 36,600 | +0.0% | 1.22% | -2.9% |
| Q2 2019 | $1,802,000 | +3.6% | 36,598 | 0.0% | 1.26% | +10.2% |
| Q1 2019 | $1,740,000 | +12.1% | 36,598 | 0.0% | 1.14% | +3.4% |
| Q4 2018 | $1,552,000 | -13.1% | 36,598 | 0.0% | 1.10% | -1.3% |
| Q3 2018 | $1,786,000 | +19.5% | 36,598 | +12.3% | 1.12% | +2.6% |
| Q2 2018 | $1,495,000 | -10.5% | 32,598 | +78.1% | 1.09% | -8.6% |
| Q1 2018 | $1,670,000 | -1.5% | 18,299 | 0.0% | 1.19% | -29.3% |
| Q4 2017 | $1,695,000 | +5.0% | 18,299 | 0.0% | 1.68% | +3.8% |
| Q3 2017 | $1,615,000 | +1.7% | 18,299 | 0.0% | 1.62% | +0.7% |
| Q2 2017 | $1,588,000 | +3.0% | 18,299 | 0.0% | 1.61% | -3.4% |
| Q1 2017 | $1,542,000 | +9.8% | 18,299 | -0.0% | 1.67% | -11.2% |
| Q4 2016 | $1,404,000 | – | 18,300 | – | 1.88% | – |
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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% |