ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 163 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,042,321 | -3.7% | 27,885 | 0.0% | 0.04% | -2.3% |
Q2 2023 | $2,120,957 | +8.6% | 27,885 | 0.0% | 0.04% | -4.4% |
Q1 2023 | $1,953,645 | +9.4% | 27,885 | 0.0% | 0.04% | -10.0% |
Q4 2022 | $1,786,054 | +7.6% | 27,885 | 0.0% | 0.05% | +8.7% |
Q3 2022 | $1,660,000 | -7.1% | 27,885 | 0.0% | 0.05% | -14.8% |
Q2 2022 | $1,787,000 | -15.7% | 27,885 | 0.0% | 0.05% | +5.9% |
Q1 2022 | $2,121,000 | -2.5% | 27,885 | 0.0% | 0.05% | +2.0% |
Q4 2021 | $2,175,000 | +9.6% | 27,885 | 0.0% | 0.05% | -5.7% |
Q3 2021 | $1,984,000 | +0.2% | 27,885 | 0.0% | 0.05% | -8.6% |
Q2 2021 | $1,980,000 | +7.6% | 27,885 | 0.0% | 0.06% | -23.7% |
Q1 2021 | $1,841,000 | +5.0% | 27,885 | 0.0% | 0.08% | -2.6% |
Q4 2020 | $1,754,000 | -42.5% | 27,885 | -48.5% | 0.08% | -52.4% |
Q3 2020 | $3,051,000 | +6.7% | 54,189 | 0.0% | 0.16% | -11.8% |
Q2 2020 | $2,860,000 | +18.2% | 54,189 | 0.0% | 0.19% | -4.1% |
Q1 2020 | $2,420,000 | -35.8% | 54,189 | -22.5% | 0.19% | -41.4% |
Q4 2019 | $3,770,000 | – | 69,884 | – | 0.33% | – |
Download |
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% |