ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 163 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $205,000 | 0.0% | 3,253 | 0.0% | 0.11% | 0.0% |
| Q4 2020 | $205,000 | -97.1% | 3,253 | -97.4% | 0.11% | -97.5% |
| Q3 2020 | $7,076,000 | +4.7% | 125,675 | -1.8% | 4.25% | +2.5% |
| Q2 2020 | $6,758,000 | +16.6% | 128,038 | -1.4% | 4.15% | -0.9% |
| Q1 2020 | $5,797,000 | -12.5% | 129,794 | +5.7% | 4.19% | +3.0% |
| Q4 2019 | $6,622,000 | +36.0% | 122,766 | +24.7% | 4.06% | +23.1% |
| Q3 2019 | $4,869,000 | -7.6% | 98,470 | -8.8% | 3.30% | -15.9% |
| Q2 2019 | $5,271,000 | -8.8% | 107,932 | -11.2% | 3.93% | -17.2% |
| Q1 2019 | $5,777,000 | +13.8% | 121,497 | +1.5% | 4.74% | +38.4% |
| Q4 2018 | $5,078,000 | – | 119,754 | – | 3.42% | – |
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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% |