ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 137 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 52.50 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $459,000 | +0.2% | 6,450 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $458,000 | +7.5% | 6,450 | 0.0% | 0.10% | 0.0% |
| Q1 2021 | $426,000 | +4.9% | 6,450 | 0.0% | 0.10% | +4.0% |
| Q4 2020 | $406,000 | +0.2% | 6,450 | -10.3% | 0.10% | +16.1% |
| Q3 2020 | $405,000 | +6.9% | 7,190 | 0.0% | 0.09% | +2.4% |
| Q2 2020 | $379,000 | +18.1% | 7,190 | 0.0% | 0.08% | -6.6% |
| Q1 2020 | $321,000 | -17.3% | 7,190 | 0.0% | 0.09% | +2.2% |
| Q4 2019 | $388,000 | +21.6% | 7,190 | +11.5% | 0.09% | -4.3% |
| Q3 2019 | $319,000 | +1.3% | 6,450 | 0.0% | 0.09% | +4.5% |
| Q2 2019 | $315,000 | +2.6% | 6,450 | 0.0% | 0.09% | -5.3% |
| Q1 2019 | $307,000 | +12.5% | 6,450 | 0.0% | 0.09% | -25.4% |
| Q4 2018 | $273,000 | – | 6,450 | – | 0.13% | – |
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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% |