ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 189 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $917,277 | -7.6% | 12,524 | -4.0% | 0.08% | -7.3% |
| Q2 2023 | $992,223 | +9.2% | 13,045 | +0.6% | 0.08% | -4.7% |
| Q1 2023 | $908,388 | +9.4% | 12,966 | 0.0% | 0.09% | +1.2% |
| Q4 2022 | $830,464 | +8.0% | 12,966 | +0.3% | 0.08% | -4.5% |
| Q3 2022 | $769,000 | -9.0% | 12,922 | -2.0% | 0.09% | -6.3% |
| Q2 2022 | $845,000 | -15.3% | 13,192 | +0.5% | 0.10% | -1.0% |
| Q1 2022 | $998,000 | -2.4% | 13,123 | +0.0% | 0.10% | -1.0% |
| Q4 2021 | $1,023,000 | +10.1% | 13,120 | +0.3% | 0.10% | -3.0% |
| Q3 2021 | $929,000 | 0.0% | 13,082 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $929,000 | +4.6% | 13,082 | -2.7% | 0.10% | -1.0% |
| Q1 2021 | $888,000 | +4.8% | 13,446 | -0.1% | 0.10% | -3.8% |
| Q4 2020 | $847,000 | +11.9% | 13,466 | +0.1% | 0.10% | +2.9% |
| Q3 2020 | $757,000 | +4.3% | 13,458 | -2.2% | 0.10% | -4.7% |
| Q2 2020 | $726,000 | +11.3% | 13,758 | -5.8% | 0.11% | -17.7% |
| Q1 2020 | $652,000 | -16.6% | 14,604 | +0.7% | 0.13% | -5.1% |
| Q4 2019 | $782,000 | +3.0% | 14,503 | -5.6% | 0.14% | -8.1% |
| Q3 2019 | $759,000 | +1.2% | 15,366 | 0.0% | 0.15% | -4.5% |
| Q2 2019 | $750,000 | +3.0% | 15,366 | +0.3% | 0.16% | +4.0% |
| Q1 2019 | $728,000 | +12.2% | 15,314 | 0.0% | 0.15% | -5.1% |
| Q4 2018 | $649,000 | -15.6% | 15,314 | -2.2% | 0.16% | +10.5% |
| Q3 2018 | $769,000 | +4.5% | 15,664 | -2.5% | 0.14% | -2.7% |
| Q2 2018 | $736,000 | -6.8% | 16,064 | +81.6% | 0.15% | -37.4% |
| Q1 2018 | $790,000 | -7.8% | 8,844 | -1.9% | 0.24% | -4.5% |
| Q4 2017 | $857,000 | +6.3% | 9,019 | -0.3% | 0.25% | -6.1% |
| Q3 2017 | $806,000 | +4.9% | 9,049 | -0.5% | 0.26% | -1.9% |
| Q2 2017 | $768,000 | +0.3% | 9,099 | -3.3% | 0.27% | -8.9% |
| Q1 2017 | $766,000 | +5.4% | 9,414 | 0.0% | 0.29% | -6.7% |
| Q4 2016 | $727,000 | – | 9,414 | – | 0.31% | – |
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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% |