ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 202 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,176,640 | +35.5% | 16,066 | +40.7% | 0.02% | +33.3% |
| Q2 2023 | $868,266 | +4.1% | 11,416 | -4.1% | 0.01% | 0.0% |
| Q1 2023 | $834,224 | +7.5% | 11,907 | -1.7% | 0.01% | 0.0% |
| Q4 2022 | $776,055 | -4.5% | 12,116 | -11.3% | 0.01% | -14.3% |
| Q3 2022 | $813,013 | +80.3% | 13,667 | +94.1% | 0.01% | +75.0% |
| Q2 2022 | $451,000 | -50.7% | 7,040 | -41.4% | 0.01% | -46.7% |
| Q1 2022 | $915,000 | – | 12,022 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tower Wealth Partners, Inc. | 125,195 | $9,522,332 | 7.63% |
| Flagship Private Wealth, LLC | 104,021 | $7,911,798 | 6.55% |
| Kaye Capital Management | 169,207 | $12,869,909 | 6.26% |
| Amplius Wealth Advisors, LLC | 559,845 | $42,581,811 | 5.74% |
| Drake & Associates, LLC | 147,883 | $11,248,008 | 5.03% |
| Asset Allocation Strategies LLC | 124,134 | $9,441,607 | 4.46% |
| Bluesphere Advisors, LLC | 80,538 | $6,125,720 | 4.27% |
| WADDELL & ASSOCIATES, LLC | 378,252 | $28,769,870 | 4.22% |
| Beaumont Financial Advisors, LLC | 420,546 | $31,986,696 | 2.95% |
| Per Stirling Capital Management, LLC. | 186,553 | $14,189,193 | 2.89% |