ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 125 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,146 | -3.7% | 4,931 | 0.0% | 0.16% | -1.8% |
| Q2 2023 | $375,052 | +8.6% | 4,931 | 0.0% | 0.17% | +5.1% |
| Q1 2023 | $345,466 | +9.4% | 4,931 | 0.0% | 0.16% | -1.9% |
| Q4 2022 | $315,831 | +7.8% | 4,931 | 0.0% | 0.16% | -4.2% |
| Q3 2022 | $293,000 | -7.3% | 4,931 | 0.0% | 0.17% | -5.1% |
| Q2 2022 | $316,000 | -10.2% | 4,931 | +6.5% | 0.18% | +3.5% |
| Q1 2022 | $352,000 | -2.5% | 4,631 | 0.0% | 0.17% | -1.7% |
| Q4 2021 | $361,000 | +9.7% | 4,631 | 0.0% | 0.17% | -2.8% |
| Q3 2021 | $329,000 | +2.2% | 4,631 | +2.2% | 0.18% | -1.1% |
| Q2 2021 | $322,000 | +9.9% | 4,531 | +2.2% | 0.18% | +0.6% |
| Q1 2021 | $293,000 | +5.0% | 4,435 | 0.0% | 0.18% | +3.4% |
| Q4 2020 | $279,000 | +11.6% | 4,435 | 0.0% | 0.17% | +20.8% |
| Q3 2020 | $250,000 | +6.8% | 4,435 | 0.0% | 0.14% | +5.9% |
| Q2 2020 | $234,000 | +21.2% | 4,435 | +2.4% | 0.14% | +7.9% |
| Q1 2020 | $193,000 | -4.9% | 4,330 | +5.5% | 0.13% | +15.6% |
| Q4 2019 | $203,000 | 0.0% | 4,105 | 0.0% | 0.11% | +0.9% |
| Q3 2019 | $203,000 | +1.5% | 4,105 | 0.0% | 0.11% | -0.9% |
| Q2 2019 | $200,000 | 0.0% | 4,105 | 0.0% | 0.11% | +94.6% |
| Q1 2019 | $200,000 | – | 4,105 | – | 0.06% | – |
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% |