ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 189 filers reported holding ISHARES TR in Q3 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 | 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% |