ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,490 | -3.7% | 34 | 0.0% | 0.00% | – |
| Q2 2023 | $2,586 | +8.6% | 34 | 0.0% | 0.00% | – |
| Q1 2023 | $2,382 | +9.4% | 34 | 0.0% | 0.00% | – |
| Q4 2022 | $2,178 | +8.9% | 34 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 34 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | +50.0% | 34 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | -99.9% | 34 | 0.0% | 0.00% | – |
| Q1 2021 | $2,244,000 | +112100.0% | 34 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -50.0% | 34 | -50.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | +100.0% | 68 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | +100.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,000 | -50.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 34 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | – | 17 | – | 0.00% | – |
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% |