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 | ||||
|---|---|---|---|---|---|---|
| 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 | 783,407 | $46,628,000 | 8.34% |
| Tower Wealth Partners, Inc. | 125,758 | $8,018,000 | 7.61% |
| Flagship Private Wealth, LLC | 84,917 | $5,054,000 | 5.22% |
| Drake & Associates, LLC | 141,757 | $8,437,000 | 4.80% |
| MY Wealth Management Inc. | 54,212 | $3,227,000 | 3.46% |
| Systelligence, LLC | 157,467 | $9,372,000 | 2.87% |
| USAdvisors Wealth Management, LLC | 68,908 | $4,101,000 | 2.10% |
| OneAscent Financial Services LLC | 51,564 | $3,069,000 | 1.22% |
| Barber Financial Group, Inc. | 64,629 | $3,847,000 | 1.12% |
| Bluesphere Advisors, LLC | 18,485 | $1,100,000 | 1.10% |