Bleakley Financial Group, LLC - ISHARES TR ownership

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
Bleakley Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,655,625
-4.4%
36,259
-0.7%
0.09%
+8.0%
Q2 2023$2,777,671
+8.7%
36,519
+0.1%
0.09%
+2.4%
Q1 2023$2,555,653
+1.0%
36,478
-7.7%
0.08%
-5.6%
Q4 2022$2,530,81139,5130.09%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 783,407$46,628,0008.34%
Tower Wealth Partners, Inc. 125,758$8,018,0007.61%
Flagship Private Wealth, LLC 84,917$5,054,0005.22%
Drake & Associates, LLC 141,757$8,437,0004.80%
MY Wealth Management Inc. 54,212$3,227,0003.46%
Systelligence, LLC 157,467$9,372,0002.87%
USAdvisors Wealth Management, LLC 68,908$4,101,0002.10%
OneAscent Financial Services LLC 51,564$3,069,0001.22%
Barber Financial Group, Inc. 64,629$3,847,0001.12%
Bluesphere Advisors, LLC 18,485$1,100,0001.10%
View complete list of ISHARES TR shareholders