ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 192 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,571 | -70.6% | 3,544 | -76.1% | 0.04% | -74.1% |
| Q3 2022 | $884,000 | -60.6% | 14,847 | -57.6% | 0.14% | -58.9% |
| Q2 2022 | $2,242,000 | -16.4% | 34,986 | -0.8% | 0.34% | -7.4% |
| Q1 2022 | $2,682,000 | +9.7% | 35,272 | +12.6% | 0.36% | +11.6% |
| Q4 2021 | $2,444,000 | +5.2% | 31,334 | -4.0% | 0.33% | -5.5% |
| Q3 2021 | $2,323,000 | -6.3% | 32,648 | -6.5% | 0.35% | -7.7% |
| Q2 2021 | $2,480,000 | +27.4% | 34,933 | +18.5% | 0.38% | +14.3% |
| Q1 2021 | $1,946,000 | – | 29,485 | – | 0.33% | – |
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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% |