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 | $475,767 | +30.3% | 6,496 | +35.3% | 0.02% | +33.3% |
| Q2 2023 | $365,088 | +8.6% | 4,800 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $336,288 | +9.4% | 4,800 | 0.0% | 0.01% | -15.4% |
| Q4 2022 | $307,440 | +7.5% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $286,000 | -7.1% | 4,800 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $308,000 | -16.8% | 4,800 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $370,000 | -4.6% | 4,800 | -3.6% | 0.02% | +7.1% |
| Q4 2021 | $388,000 | -26.1% | 4,979 | -32.6% | 0.01% | -33.3% |
| Q3 2021 | $525,000 | +0.2% | 7,385 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $524,000 | -3.1% | 7,385 | -9.9% | 0.02% | -15.4% |
| Q1 2021 | $541,000 | +4.8% | 8,200 | 0.0% | 0.03% | -7.1% |
| Q4 2020 | $516,000 | +14.7% | 8,200 | +2.5% | 0.03% | 0.0% |
| Q3 2020 | $450,000 | -7.2% | 8,000 | -13.0% | 0.03% | -12.5% |
| Q2 2020 | $485,000 | +23.4% | 9,200 | +4.5% | 0.03% | 0.0% |
| Q1 2020 | $393,000 | -25.7% | 8,800 | -10.2% | 0.03% | -20.0% |
| Q4 2019 | $529,000 | +37.0% | 9,800 | +25.6% | 0.04% | +21.2% |
| Q3 2019 | $386,000 | – | 7,800 | – | 0.03% | – |
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% |