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 | $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 | 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% |