ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 166 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $83,000 | -3.5% | 1,096 | 0.0% | 0.02% | +5.6% |
| Q4 2021 | $86,000 | +10.3% | 1,096 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $78,000 | 0.0% | 1,096 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $78,000 | +8.3% | 1,096 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $72,000 | +4.3% | 1,096 | 0.0% | 0.02% | +38.5% |
| Q4 2020 | $69,000 | +11.3% | 1,096 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $62,000 | +6.9% | 1,096 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $58,000 | +18.4% | 1,096 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $49,000 | -16.9% | 1,096 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $59,000 | -80.8% | 1,096 | -82.4% | 0.01% | -76.4% |
| Q3 2019 | $308,000 | -9.9% | 6,224 | -16.5% | 0.06% | -29.5% |
| Q2 2019 | $342,000 | +8.6% | 7,456 | +12.6% | 0.08% | +30.0% |
| Q1 2019 | $315,000 | +4.3% | 6,624 | -7.0% | 0.06% | -7.7% |
| Q4 2018 | $302,000 | -13.5% | 7,124 | -0.4% | 0.06% | -7.1% |
| Q3 2018 | $349,000 | +2.3% | 7,156 | -4.0% | 0.07% | -5.4% |
| Q2 2018 | $341,000 | -12.6% | 7,456 | +74.3% | 0.07% | -14.9% |
| Q1 2018 | $390,000 | -1.5% | 4,278 | 0.0% | 0.09% | -6.5% |
| Q4 2017 | $396,000 | – | 4,278 | – | 0.09% | – |
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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% |