ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 189 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |