ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 165 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $142,000 | +0.7% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $141,000 | +6.8% | 2,000 | 0.0% | 0.02% | -21.4% |
| Q1 2021 | $132,000 | +5.6% | 2,000 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $125,000 | +11.6% | 2,000 | 0.0% | 0.03% | -6.2% |
| Q3 2020 | $112,000 | +6.7% | 2,000 | 0.0% | 0.03% | +14.3% |
| Q2 2020 | $105,000 | +18.0% | 2,000 | 0.0% | 0.03% | -3.4% |
| Q1 2020 | $89,000 | -16.8% | 2,000 | 0.0% | 0.03% | -6.5% |
| Q4 2019 | $107,000 | +9.2% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $98,000 | +1.0% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $97,000 | +2.1% | 2,000 | 0.0% | 0.03% | -3.1% |
| Q1 2019 | $95,000 | -19.5% | 2,000 | -28.6% | 0.03% | -30.4% |
| Q4 2018 | $118,000 | – | 2,800 | – | 0.05% | – |
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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% |