ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 125 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,787 | -1.6% | 2,653 | -1.4% | 0.01% | -25.0% |
| Q1 2022 | $205,000 | -53.0% | 2,692 | -51.8% | 0.02% | -51.5% |
| Q4 2021 | $436,000 | +27.5% | 5,586 | +16.0% | 0.03% | -8.3% |
| Q3 2021 | $342,000 | 0.0% | 4,814 | 0.0% | 0.04% | +50.0% |
| Q2 2021 | $342,000 | +4.9% | 4,814 | -2.6% | 0.02% | -4.0% |
| Q1 2021 | $326,000 | +3.8% | 4,944 | -0.9% | 0.02% | 0.0% |
| Q4 2020 | $314,000 | +5.7% | 4,991 | -5.5% | 0.02% | +8.7% |
| Q3 2020 | $297,000 | +9.6% | 5,281 | +3.1% | 0.02% | +9.5% |
| Q2 2020 | $271,000 | +13.9% | 5,121 | -4.0% | 0.02% | -27.6% |
| Q1 2020 | $238,000 | -34.3% | 5,336 | -20.1% | 0.03% | +107.1% |
| Q4 2019 | $362,000 | +24.4% | 6,681 | +13.7% | 0.01% | -53.3% |
| Q3 2019 | $291,000 | -7.9% | 5,876 | -9.1% | 0.03% | -6.2% |
| Q2 2019 | $316,000 | -1.2% | 6,466 | -3.9% | 0.03% | -8.6% |
| Q1 2019 | $320,000 | -7.2% | 6,726 | -17.3% | 0.04% | -18.6% |
| Q4 2018 | $345,000 | -2.8% | 8,130 | +11.9% | 0.04% | +13.2% |
| Q3 2018 | $355,000 | -1.7% | 7,266 | -7.8% | 0.04% | +46.2% |
| Q2 2018 | $361,000 | +20.7% | 7,877 | +140.4% | 0.03% | +13.0% |
| Q1 2018 | $299,000 | +6.8% | 3,276 | +8.4% | 0.02% | +4.5% |
| Q4 2017 | $280,000 | +8.9% | 3,021 | +3.8% | 0.02% | -4.3% |
| Q3 2017 | $257,000 | -4.5% | 2,911 | -11.8% | 0.02% | -43.9% |
| Q2 2017 | $269,000 | 0.0% | 3,301 | 0.0% | 0.04% | +51.9% |
| Q1 2017 | $269,000 | +14.5% | 3,301 | +7.7% | 0.03% | -10.0% |
| Q4 2016 | $235,000 | – | 3,066 | – | 0.03% | – |
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% |