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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $454,815 | -3.5% | 6,210 | +0.2% | 0.34% | -5.0% |
Q2 2023 | $471,165 | +9.1% | 6,195 | +0.5% | 0.36% | -4.0% |
Q1 2023 | $432,031 | +9.1% | 6,167 | -0.3% | 0.38% | +6.5% |
Q4 2022 | $395,995 | -7.5% | 6,183 | -14.0% | 0.35% | -20.4% |
Q3 2022 | $428,000 | -8.0% | 7,186 | -1.0% | 0.44% | -10.5% |
Q2 2022 | $465,000 | -17.3% | 7,259 | -1.7% | 0.50% | -4.2% |
Q1 2022 | $562,000 | -2.3% | 7,384 | +0.2% | 0.52% | -9.9% |
Q4 2021 | $575,000 | – | 7,368 | – | 0.58% | – |
Download |
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% |