ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 143 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,967,177 | +276.3% | 299,914 | +290.7% | 0.03% | +220.0% |
| Q2 2023 | $5,838,087 | +20.2% | 76,759 | +10.8% | 0.01% | +11.1% |
| Q1 2023 | $4,856,427 | +9.5% | 69,293 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $4,433,397 | -62.0% | 69,212 | -64.7% | 0.01% | -66.7% |
| Q3 2022 | $11,668,000 | +32.7% | 196,006 | +42.8% | 0.03% | +42.1% |
| Q2 2022 | $8,796,000 | +107.0% | 137,278 | +159.3% | 0.02% | +137.5% |
| Q1 2022 | $4,250,000 | +70.9% | 52,932 | +66.1% | 0.01% | +60.0% |
| Q4 2021 | $2,487,000 | +2.1% | 31,877 | -7.0% | 0.01% | 0.0% |
| Q3 2021 | $2,437,000 | +20.8% | 34,280 | +20.6% | 0.01% | +25.0% |
| Q2 2021 | $2,018,000 | +8.0% | 28,420 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $1,869,000 | +22.0% | 28,300 | +16.3% | 0.00% | 0.0% |
| Q4 2020 | $1,532,000 | +20.3% | 24,335 | +7.0% | 0.00% | 0.0% |
| Q3 2020 | $1,273,000 | -77.6% | 22,745 | -78.8% | 0.00% | -78.9% |
| Q2 2020 | $5,672,000 | +513.2% | 107,508 | +420.2% | 0.02% | +375.0% |
| Q1 2020 | $925,000 | – | 20,665 | – | 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% |