ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 186 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,988 | -0.5% | 5,120 | +3.3% | 0.19% | +2.7% |
| Q2 2023 | $377,023 | +27.1% | 4,957 | +17.1% | 0.18% | +18.1% |
| Q1 2023 | $296,571 | +18.2% | 4,233 | +8.1% | 0.16% | -9.4% |
| Q4 2022 | $250,826 | -27.3% | 3,916 | -11.4% | 0.17% | -14.5% |
| Q4 2021 | $345,000 | +762.5% | 4,422 | +678.5% | 0.20% | +700.0% |
| Q3 2021 | $40,000 | +344.4% | 568 | +369.4% | 0.02% | +316.7% |
| Q2 2021 | $9,000 | – | 121 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 1,046,204 | $81,614,000 | 11.26% |
| MY Wealth Management Inc. | 59,803 | $4,665,000 | 4.10% |
| Flagship Private Wealth, LLC | 70,022 | $5,462,000 | 3.99% |
| Crumly & Associates Inc. | 120,894 | $9,167,000 | 3.62% |
| USAdvisors Wealth Management, LLC | 80,484 | $6,279,000 | 2.56% |
| Clear Perspectives Financial Planning, LLC | 56,961 | $4,444,000 | 1.80% |
| Bluesphere Advisors, LLC | 19,060 | $1,487,000 | 1.24% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 26,547 | $2,071,000 | 1.16% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 39,030 | $3,045,000 | 1.02% |
| 180 WEALTH ADVISORS, LLC | 60,271 | $4,456,000 | 1.00% |