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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |