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 | $1,948,576 | -1.6% | 26,605 | +2.2% | 0.84% | +1.2% |
| Q2 2023 | $1,980,172 | +4.5% | 26,034 | -3.8% | 0.83% | -3.7% |
| Q1 2023 | $1,895,202 | +9.1% | 27,051 | -0.3% | 0.86% | -1.0% |
| Q4 2022 | $1,737,321 | +31.6% | 27,124 | +22.3% | 0.87% | +21.2% |
| Q3 2022 | $1,320,000 | -6.2% | 22,174 | +0.9% | 0.72% | +1.5% |
| Q2 2022 | $1,408,000 | -15.1% | 21,971 | +0.8% | 0.71% | +1.4% |
| Q1 2022 | $1,658,000 | -0.4% | 21,807 | +2.2% | 0.70% | +3.1% |
| Q4 2021 | $1,665,000 | +13.2% | 21,338 | +3.2% | 0.68% | +4.8% |
| Q3 2021 | $1,471,000 | +12.2% | 20,682 | +12.0% | 0.65% | +11.9% |
| Q2 2021 | $1,311,000 | +9.7% | 18,469 | +2.0% | 0.58% | +12.9% |
| Q1 2021 | $1,195,000 | – | 18,105 | – | 0.51% | – |
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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% |