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 | $29,589 | -3.7% | 404 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $30,728 | +9.6% | 404 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $28,024 | -71.1% | 400 | -73.5% | 0.00% | -66.7% |
| Q4 2022 | $96,844 | +1.9% | 1,512 | -5.1% | 0.00% | +50.0% |
| Q3 2022 | $95,000 | -7.8% | 1,594 | -1.1% | 0.00% | -33.3% |
| Q2 2022 | $103,000 | +6.2% | 1,612 | +26.9% | 0.00% | +50.0% |
| Q1 2022 | $97,000 | – | 1,270 | – | 0.00% | – |
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% |