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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 1,046,204 | $81,614,000 | 11.26% |
| MY Wealth Management Inc. | 59,803 | $4,665,000 | 4.10% |
| Flagship Private Wealth, LLC | 70,022 | $5,462,000 | 3.99% |
| Crumly & Associates Inc. | 120,894 | $9,167,000 | 3.62% |
| USAdvisors Wealth Management, LLC | 80,484 | $6,279,000 | 2.56% |
| Clear Perspectives Financial Planning, LLC | 56,961 | $4,444,000 | 1.80% |
| Bluesphere Advisors, LLC | 19,060 | $1,487,000 | 1.24% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 26,547 | $2,071,000 | 1.16% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 39,030 | $3,045,000 | 1.02% |
| 180 WEALTH ADVISORS, LLC | 60,271 | $4,456,000 | 1.00% |