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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,971,159 | -2.5% | 149,797 | +1.3% | 4.97% | -1.2% |
| Q2 2023 | $11,248,008 | +8.4% | 147,883 | -0.2% | 5.03% | -0.6% |
| Q1 2023 | $10,377,058 | +13.7% | 148,117 | +3.9% | 5.06% | +4.8% |
| Q4 2022 | $9,126,401 | +8.2% | 142,489 | +0.5% | 4.83% | +0.5% |
| Q3 2022 | $8,437,000 | -3.0% | 141,757 | +4.4% | 4.80% | -2.4% |
| Q2 2022 | $8,698,000 | – | 135,753 | – | 4.92% | – |
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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% |