ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 2 filers reported holding ISHARES TR in Q4 2023. 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 | 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% |