ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 152 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $868,040 | -3.9% | 11,852 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $902,832 | +70433.8% | 11,870 | -35.1% | 0.00% | -50.0% |
| Q1 2023 | $1,280 | +9.8% | 18,280 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $1,166 | -99.9% | 18,229 | -0.2% | 0.01% | 0.0% |
| Q3 2022 | $1,086,000 | -9.8% | 18,262 | -3.0% | 0.01% | 0.0% |
| Q2 2022 | $1,204,000 | -22.4% | 18,831 | -7.8% | 0.01% | -14.3% |
| Q1 2022 | $1,551,000 | +4.4% | 20,416 | +7.1% | 0.01% | 0.0% |
| Q4 2021 | $1,485,000 | +11.9% | 19,061 | +2.0% | 0.01% | 0.0% |
| Q3 2021 | $1,327,000 | -21.1% | 18,680 | -21.2% | 0.01% | -22.2% |
| Q2 2021 | $1,681,000 | +64.0% | 23,719 | +52.6% | 0.01% | +28.6% |
| Q1 2021 | $1,025,000 | +4.5% | 15,543 | -0.5% | 0.01% | 0.0% |
| Q4 2020 | $981,000 | +14.7% | 15,614 | +2.5% | 0.01% | -12.5% |
| Q3 2020 | $855,000 | +7.3% | 15,227 | +0.8% | 0.01% | 0.0% |
| Q2 2020 | $797,000 | +19.7% | 15,107 | +1.3% | 0.01% | -11.1% |
| Q1 2020 | $666,000 | -11.8% | 14,911 | +6.6% | 0.01% | 0.0% |
| Q4 2019 | $755,000 | +9.1% | 13,993 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $692,000 | +1.3% | 13,993 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $683,000 | +2.6% | 13,993 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $666,000 | +5.9% | 13,993 | -5.6% | 0.01% | -18.2% |
| Q4 2018 | $629,000 | -13.0% | 14,822 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $723,000 | +6.3% | 14,822 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $680,000 | +0.6% | 14,822 | +100.0% | 0.01% | 0.0% |
| Q1 2018 | $676,000 | – | 7,411 | – | 0.01% | – |
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% |