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 | $125 | -3.8% | 1,703 | 0.0% | 0.04% | -6.2% |
| Q2 2023 | $130 | +9.2% | 1,703 | +0.1% | 0.05% | +9.1% |
| Q1 2023 | $119 | +9.2% | 1,701 | 0.0% | 0.04% | +2.3% |
| Q4 2022 | $109 | -99.1% | 1,701 | +750.5% | 0.04% | +616.7% |
| Q3 2022 | $12,000 | -7.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 200 | +1.5% | 0.01% | +20.0% |
| Q1 2022 | $15,000 | 0.0% | 197 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 197 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $14,000 | 0.0% | 196 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $14,000 | +7.7% | 196 | +1.0% | 0.01% | -14.3% |
| Q1 2021 | $13,000 | +8.3% | 194 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $12,000 | +9.1% | 194 | +0.5% | 0.01% | -14.3% |
| Q3 2020 | $11,000 | +10.0% | 193 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 193 | +1.0% | 0.01% | -12.5% |
| Q1 2020 | $9,000 | -10.0% | 191 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $10,000 | +11.1% | 191 | +1.1% | 0.01% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 189 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 189 | +1.1% | 0.01% | -12.5% |
| Q1 2019 | $9,000 | – | 187 | – | 0.01% | – |
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% |