ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $615,216 | +11.1% | 8,400 | +15.3% | 0.05% | +13.6% |
| Q2 2023 | $553,945 | +5.3% | 7,283 | -3.0% | 0.04% | -2.2% |
| Q1 2023 | $526,221 | +109529.4% | 7,511 | +0.3% | 0.04% | +2.3% |
| Q4 2022 | $480 | -99.9% | 7,488 | +3.9% | 0.04% | -2.2% |
| Q3 2022 | $429,000 | +36.6% | 7,205 | +47.2% | 0.04% | +60.7% |
| Q2 2022 | $314,000 | +14.6% | 4,895 | +35.7% | 0.03% | +27.3% |
| Q1 2022 | $274,000 | +23.4% | 3,607 | +26.9% | 0.02% | +22.2% |
| Q4 2021 | $222,000 | – | 2,843 | – | 0.02% | – |
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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% |