Csenge Advisory Group - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 138 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.

Quarter-by-quarter ownership
Csenge Advisory Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,694,198
+9.8%
23,132
-10.8%
0.12%
-10.2%
Q3 2022$1,543,000
+68.3%
25,919
+81.2%
0.13%
+66.2%
Q2 2022$917,000
+19.1%
14,307
-1.9%
0.08%
-30.6%
Q2 2020$770,000
-19.8%
14,586
-18.0%
0.11%
-54.5%
Q4 2019$960,00017,7960.24%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 1,021,764$77,705,00011.95%
Flagship Private Wealth, LLC 75,224$5,721,0004.69%
MY Wealth Management Inc. 54,083$4,113,0003.81%
USAdvisors Wealth Management, LLC 72,807$5,537,0002.36%
Clear Perspectives Financial Planning, LLC 55,500$4,221,0001.60%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 32,307$2,457,0001.46%
Bluesphere Advisors, LLC 17,770$1,351,0001.14%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 40,730$3,098,0001.13%
180 WEALTH ADVISORS, LLC 59,680$4,451,0000.97%
FAGAN ASSOCIATES, INC. 52,460$3,990,0000.82%
View complete list of ISHARES TR shareholders