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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,741,608 | -6.7% | 136,481 | -13.3% | 2.28% | -20.5% |
| Q3 2022 | $9,372,000 | +86.9% | 157,467 | +101.2% | 2.87% | +97.0% |
| Q2 2022 | $5,014,000 | -72.0% | 78,264 | -75.4% | 1.46% | -73.2% |
| Q3 2020 | $17,884,000 | +256.8% | 317,648 | +234.5% | 5.42% | +234.3% |
| Q2 2020 | $5,012,000 | +160.4% | 94,969 | +120.4% | 1.62% | +80.7% |
| Q1 2020 | $1,925,000 | -72.4% | 43,096 | -66.7% | 0.90% | -64.9% |
| Q4 2019 | $6,983,000 | – | 129,455 | – | 2.56% | – |
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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% |