ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,815,085 | -6.7% | 52,090 | -3.3% | 0.86% | -4.3% |
| Q2 2023 | $4,091,088 | +3.7% | 53,851 | -4.4% | 0.90% | -2.2% |
| Q1 2023 | $3,944,622 | +1.9% | 56,303 | -1.1% | 0.92% | +0.8% |
| Q4 2022 | $3,871,971 | +13.1% | 56,932 | -1.0% | 0.91% | -3.3% |
| Q3 2022 | $3,424,000 | -10.0% | 57,524 | -2.3% | 0.94% | -3.0% |
| Q2 2022 | $3,804,000 | -14.5% | 58,879 | -1.3% | 0.97% | 0.0% |
| Q1 2022 | $4,451,000 | -0.1% | 59,680 | -1.0% | 0.97% | -2.9% |
| Q4 2021 | $4,456,000 | -1.6% | 60,271 | -1.8% | 1.00% | +0.2% |
| Q3 2021 | $4,530,000 | -0.7% | 61,354 | -1.2% | 1.00% | -4.3% |
| Q2 2021 | $4,562,000 | +5.2% | 62,098 | -0.5% | 1.04% | -3.0% |
| Q1 2021 | $4,335,000 | +5.5% | 62,417 | -3.5% | 1.08% | -9.3% |
| Q4 2020 | $4,108,000 | +8.4% | 64,709 | -2.1% | 1.18% | -16.6% |
| Q3 2020 | $3,790,000 | -0.3% | 66,091 | -4.3% | 1.42% | -5.9% |
| Q2 2020 | $3,801,000 | +32.4% | 69,037 | +5.9% | 1.51% | +1.3% |
| Q1 2020 | $2,871,000 | -11.7% | 65,175 | +10.1% | 1.49% | +14.9% |
| Q4 2019 | $3,252,000 | +13.0% | 59,209 | +1.9% | 1.30% | +1.9% |
| Q3 2019 | $2,878,000 | +25.8% | 58,096 | +23.6% | 1.27% | +23.7% |
| Q2 2019 | $2,287,000 | +9.3% | 46,997 | +8.7% | 1.03% | +8.4% |
| Q1 2019 | $2,092,000 | +91.4% | 43,254 | +93.1% | 0.95% | +86.1% |
| Q4 2018 | $1,093,000 | 0.0% | 22,399 | 0.0% | 0.51% | +1.0% |
| Q3 2018 | $1,093,000 | +35.1% | 22,399 | +26.9% | 0.50% | +25.9% |
| Q2 2018 | $809,000 | -33.4% | 17,655 | +32.4% | 0.40% | -36.5% |
| Q1 2018 | $1,215,000 | -12.7% | 13,337 | -11.2% | 0.63% | -10.9% |
| Q4 2017 | $1,391,000 | – | 15,019 | – | 0.71% | – |
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% |