ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 165 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,989 | +113827.9% | 642 | +0.9% | 0.02% | +17.6% |
| Q4 2022 | $43 | -99.9% | 636 | +0.8% | 0.02% | 0.0% |
| Q3 2022 | $40,000 | -9.1% | 631 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $44,000 | -6.4% | 631 | +1.3% | 0.02% | -5.3% |
| Q1 2022 | $47,000 | -4.1% | 623 | 0.0% | 0.02% | +5.6% |
| Q4 2021 | $49,000 | +11.4% | 623 | +0.8% | 0.02% | +20.0% |
| Q3 2021 | $44,000 | 0.0% | 618 | 0.0% | 0.02% | +7.1% |
| Q2 2021 | $44,000 | +10.0% | 618 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $40,000 | +2.6% | 613 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $39,000 | +14.7% | 613 | +0.7% | 0.02% | 0.0% |
| Q3 2020 | $34,000 | +6.2% | 609 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $32,000 | – | 609 | – | 0.02% | – |
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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% |