ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,998,958 | +0.9% | 40,947 | +4.8% | 0.03% | -3.3% |
| Q2 2023 | $2,972,197 | +9.3% | 39,077 | +0.6% | 0.03% | +3.4% |
| Q1 2023 | $2,720,209 | +1.4% | 38,827 | -7.3% | 0.03% | +20.8% |
| Q4 2022 | $2,683,375 | -99.9% | 41,895 | -47.1% | 0.02% | -4.0% |
| Q3 2022 | $2,360,358,000 | +80020.8% | 79,224 | +72.3% | 0.02% | -16.7% |
| Q2 2022 | $2,946,000 | -15.1% | 45,986 | +0.8% | 0.03% | -16.7% |
| Q1 2022 | $3,468,000 | +30.5% | 45,603 | +33.9% | 0.04% | +33.3% |
| Q4 2021 | $2,657,000 | +12.7% | 34,057 | +2.8% | 0.03% | +12.5% |
| Q3 2021 | $2,358,000 | -0.6% | 33,143 | -0.8% | 0.02% | -11.1% |
| Q2 2021 | $2,373,000 | +6.7% | 33,421 | -0.8% | 0.03% | -3.6% |
| Q1 2021 | $2,224,000 | +9.4% | 33,698 | +4.4% | 0.03% | +16.7% |
| Q4 2020 | $2,033,000 | -99.9% | 32,281 | -7.4% | 0.02% | -35.1% |
| Q3 2020 | $1,963,000,000 | – | 34,859 | – | 0.04% | – |
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% |