ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 186 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $922,165 | -1.3% | 12,591 | +2.5% | 0.85% | +4.8% |
| Q2 2023 | $934,625 | +6.8% | 12,288 | -1.6% | 0.81% | +11.2% |
| Q1 2023 | $874,839 | +9.2% | 12,487 | -0.2% | 0.73% | +11.0% |
| Q4 2022 | $801,073 | +5.8% | 12,507 | -1.8% | 0.66% | +22.6% |
| Q3 2022 | $757,000 | -22.0% | 12,732 | -0.2% | 0.54% | +1.5% |
| Q1 2022 | $970,000 | -2.7% | 12,757 | -0.3% | 0.53% | +0.4% |
| Q4 2021 | $997,000 | +10.3% | 12,792 | +0.6% | 0.53% | +4.2% |
| Q3 2021 | $904,000 | +0.2% | 12,719 | 0.0% | 0.50% | +1.8% |
| Q2 2021 | $902,000 | +8.0% | 12,719 | +0.5% | 0.50% | +1.6% |
| Q1 2021 | $835,000 | +7.6% | 12,654 | +2.5% | 0.49% | +0.8% |
| Q4 2020 | $776,000 | +16.0% | 12,344 | +3.9% | 0.48% | +1.5% |
| Q3 2020 | $669,000 | +5.5% | 11,884 | -1.2% | 0.48% | -7.9% |
| Q2 2020 | $634,000 | +19.4% | 12,024 | +1.1% | 0.52% | -7.2% |
| Q1 2020 | $531,000 | -15.4% | 11,899 | +2.2% | 0.56% | +6.5% |
| Q4 2019 | $628,000 | – | 11,643 | – | 0.52% | – |
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% |