ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,951,312 | -2.8% | 40,296 | +0.9% | 0.77% | +6.5% |
| Q2 2023 | $3,037,330 | +13.8% | 39,933 | +4.8% | 0.72% | +5.5% |
| Q1 2023 | $2,668,897 | +16.5% | 38,094 | +6.5% | 0.68% | +6.2% |
| Q4 2022 | $2,290,008 | +2.7% | 35,753 | -4.6% | 0.64% | -10.0% |
| Q3 2022 | $2,229,911 | +11.1% | 37,465 | +19.6% | 0.72% | +14.0% |
| Q2 2022 | $2,007,000 | -3.1% | 31,322 | +15.0% | 0.63% | +17.1% |
| Q1 2022 | $2,071,000 | +4.2% | 27,239 | +6.9% | 0.54% | +5.5% |
| Q4 2021 | $1,987,000 | +20.3% | 25,469 | +9.7% | 0.51% | +2.6% |
| Q3 2021 | $1,652,000 | -1.3% | 23,218 | -1.5% | 0.50% | +2.5% |
| Q2 2021 | $1,674,000 | +26.8% | 23,578 | +17.9% | 0.48% | +5.9% |
| Q1 2021 | $1,320,000 | +78.9% | 20,001 | +70.6% | 0.46% | +75.1% |
| Q4 2020 | $738,000 | +256.5% | 11,725 | +218.2% | 0.26% | +222.2% |
| Q3 2020 | $207,000 | – | 3,685 | – | 0.08% | – |
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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% |