ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |