ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,384,895 | -5.1% | 18,909 | -1.5% | 0.02% | -4.5% |
| Q2 2023 | $1,460,048 | +6.0% | 19,196 | -2.4% | 0.02% | 0.0% |
| Q1 2023 | $1,377,450 | +3.9% | 19,661 | -5.0% | 0.02% | -4.3% |
| Q4 2022 | $1,325,899 | +6.2% | 20,701 | -1.3% | 0.02% | 0.0% |
| Q3 2022 | $1,248,000 | -6.7% | 20,966 | +0.5% | 0.02% | -8.0% |
| Q2 2022 | $1,337,000 | -16.1% | 20,867 | -0.4% | 0.02% | 0.0% |
| Q1 2022 | $1,593,000 | -2.5% | 20,951 | -0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,634,000 | +14.4% | 20,952 | +4.4% | 0.02% | 0.0% |
| Q3 2021 | $1,428,000 | +6.1% | 20,067 | +5.8% | 0.02% | +8.7% |
| Q2 2021 | $1,346,000 | -99.9% | 18,959 | -44.5% | 0.02% | +15.0% |
| Q1 2021 | $2,253,846,000 | – | 34,144 | – | 0.02% | – |
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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% |