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 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% | – |
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% |