ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 152 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | -22.2% | 101 | -28.9% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | 0.0% | 142 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $9,000 | +28.6% | 142 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 141 | +0.7% | 0.01% | -14.3% |
| Q1 2020 | $6,000 | -50.0% | 140 | -35.8% | 0.01% | -36.4% |
| Q4 2019 | $12,000 | +9.1% | 218 | +0.9% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 216 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $11,000 | -94.8% | 216 | -97.9% | 0.01% | -25.0% |
| Q1 2019 | $213,000 | – | 10,407 | – | 0.02% | – |
Download | ||||||
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% |