ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,403 | -2.1% | 5,972 | +1.7% | 0.15% | +0.7% |
| Q2 2023 | $446,714 | +1.2% | 5,873 | -6.8% | 0.14% | +0.7% |
| Q1 2023 | $441,301 | +6.3% | 6,299 | -2.8% | 0.14% | -2.7% |
| Q4 2022 | $415,073 | +7.0% | 6,480 | -0.5% | 0.15% | +5.0% |
| Q3 2022 | $388,000 | -8.1% | 6,512 | -1.1% | 0.14% | -2.1% |
| Q2 2022 | $422,000 | -15.6% | 6,586 | +0.1% | 0.14% | -1.4% |
| Q1 2022 | $500,000 | -9.7% | 6,581 | -7.3% | 0.15% | -8.2% |
| Q4 2021 | $554,000 | -20.3% | 7,096 | -27.6% | 0.16% | -26.7% |
| Q2 2021 | $695,000 | +5.1% | 9,796 | -2.2% | 0.22% | -1.4% |
| Q1 2021 | $661,000 | – | 10,017 | – | 0.22% | – |
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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% |