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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $232,389 | -4.3% | 3,317 | -12.5% | 0.01% | -17.6% |
| Q4 2022 | $242,942 | -5.1% | 3,793 | -11.7% | 0.02% | -19.0% |
| Q3 2022 | $256,000 | -8.6% | 4,294 | -1.8% | 0.02% | -8.7% |
| Q2 2022 | $280,000 | -15.9% | 4,373 | 0.0% | 0.02% | -4.2% |
| Q1 2022 | $333,000 | -7.5% | 4,373 | -5.1% | 0.02% | -11.1% |
| Q4 2021 | $360,000 | +9.8% | 4,610 | 0.0% | 0.03% | -40.0% |
| Q3 2021 | $328,000 | -2.1% | 4,610 | -2.3% | 0.04% | -25.0% |
| Q2 2021 | $335,000 | +3.4% | 4,718 | -3.8% | 0.06% | -4.8% |
| Q1 2021 | $324,000 | +11.0% | 4,905 | -5.3% | 0.06% | -51.9% |
| Q3 2020 | $292,000 | -4.9% | 5,180 | -10.8% | 0.13% | -22.9% |
| Q2 2020 | $307,000 | -14.0% | 5,809 | -27.3% | 0.17% | -53.6% |
| Q1 2020 | $357,000 | -18.7% | 7,992 | 0.0% | 0.37% | -5.7% |
| Q4 2019 | $439,000 | +11.1% | 7,992 | 0.0% | 0.39% | -6.3% |
| Q3 2019 | $395,000 | -11.4% | 7,992 | -12.5% | 0.41% | -19.1% |
| Q2 2019 | $446,000 | -0.2% | 9,131 | -2.9% | 0.51% | -13.1% |
| Q1 2019 | $447,000 | +5.4% | 9,403 | 0.0% | 0.59% | +50.6% |
| Q4 2018 | $424,000 | – | 9,403 | – | 0.39% | – |
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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% |