ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 166 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $264,000 | +4.8% | 4,000 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $252,000 | +12.0% | 4,000 | 0.0% | 0.06% | +1.7% |
| Q3 2020 | $225,000 | +6.6% | 4,000 | 0.0% | 0.06% | -1.7% |
| Q2 2020 | $211,000 | -2.3% | 4,000 | 0.0% | 0.06% | +27.7% |
| Q4 2019 | $216,000 | -45.5% | 4,000 | -50.0% | 0.05% | -46.6% |
| Q3 2019 | $396,000 | +1.3% | 8,000 | 0.0% | 0.09% | +3.5% |
| Q2 2019 | $391,000 | -1.3% | 8,000 | 0.0% | 0.08% | +9.0% |
| Q1 2019 | $396,000 | – | 8,000 | – | 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% |