ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 192 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,968,314 | +336.6% | 108,575 | +345.3% | 0.40% | +69.4% |
Q2 2023 | $1,824,908 | -73.4% | 24,381 | -74.6% | 0.24% | -31.7% |
Q1 2023 | $6,850,768 | +26.5% | 95,830 | +13.3% | 0.34% | +37.1% |
Q4 2022 | $5,417,091 | +47.5% | 84,576 | +37.1% | 0.25% | +14.6% |
Q3 2022 | $3,672,000 | -2.1% | 61,702 | +5.4% | 0.22% | +0.9% |
Q2 2022 | $3,750,000 | +508.8% | 58,535 | +622.6% | 0.22% | +843.5% |
Q1 2022 | $616,000 | -64.7% | 8,101 | -63.8% | 0.02% | -64.1% |
Q4 2021 | $1,744,000 | – | 22,360 | – | 0.06% | – |
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% |