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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $176,333 | +3772.0% | 3,878 | +5866.2% | 0.00% | – |
| Q1 2023 | $4,554 | -99.0% | 65 | -99.1% | 0.00% | -100.0% |
| Q4 2022 | $439,703 | -11.5% | 6,865 | -17.8% | 0.00% | -33.3% |
| Q3 2022 | $497,000 | +68.5% | 8,354 | +81.4% | 0.00% | +50.0% |
| Q2 2022 | $295,000 | -31.4% | 4,606 | -18.5% | 0.00% | -50.0% |
| Q1 2022 | $430,000 | -74.5% | 5,654 | -73.9% | 0.00% | -69.2% |
| Q4 2021 | $1,687,000 | +14.7% | 21,622 | +4.6% | 0.01% | -27.8% |
| Q3 2021 | $1,471,000 | – | 20,674 | +344466.7% | 0.02% | – |
| Q1 2021 | $0 | – | 6 | – | 0.00% | – |
Download | ||||||
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% |