ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 163 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,916,802 | +306.8% | 53,479 | +322.4% | 0.03% | +325.0% |
| Q2 2023 | $962,920 | +3.9% | 12,660 | -4.3% | 0.01% | 0.0% |
| Q1 2023 | $927,104 | +3.8% | 13,233 | -5.1% | 0.01% | 0.0% |
| Q4 2022 | $892,985 | +38.7% | 13,942 | +28.9% | 0.01% | -38.5% |
| Q3 2022 | $644,000 | -1.7% | 10,815 | +5.7% | 0.01% | +30.0% |
| Q2 2022 | $655,000 | +1.7% | 10,230 | +20.8% | 0.01% | +11.1% |
| Q1 2022 | $644,000 | +34.7% | 8,468 | +38.2% | 0.01% | +28.6% |
| Q4 2021 | $478,000 | +1.9% | 6,126 | -7.1% | 0.01% | 0.0% |
| Q3 2021 | $469,000 | +8.8% | 6,595 | +8.5% | 0.01% | 0.0% |
| Q2 2021 | $431,000 | +27.9% | 6,078 | +19.0% | 0.01% | 0.0% |
| Q1 2021 | $337,000 | -11.1% | 5,106 | -15.2% | 0.01% | -12.5% |
| Q4 2020 | $379,000 | +30.7% | 6,024 | +12.3% | 0.01% | -72.4% |
| Q4 2019 | $290,000 | -8.2% | 5,364 | -15.8% | 0.03% | -23.7% |
| Q3 2019 | $316,000 | +5.0% | 6,370 | +3.4% | 0.04% | -2.6% |
| Q2 2019 | $301,000 | +3.1% | 6,161 | 0.0% | 0.04% | -4.9% |
| Q1 2019 | $292,000 | +9.4% | 6,161 | -2.8% | 0.04% | -6.8% |
| Q4 2018 | $267,000 | -14.4% | 6,341 | -0.5% | 0.04% | -2.2% |
| Q3 2018 | $312,000 | +10.6% | 6,371 | +2.6% | 0.04% | -10.0% |
| Q2 2018 | $282,000 | +11.9% | 6,208 | +122.7% | 0.05% | +6.4% |
| Q1 2018 | $252,000 | +17.2% | 2,787 | +19.2% | 0.05% | +20.5% |
| Q4 2017 | $215,000 | – | 2,338 | – | 0.04% | – |
Download | ||||||
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% |