ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 125 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $51,221 | +0.2% | 720 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $51,113 | +7.5% | 720 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $47,527 | +4.9% | 720 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $45,295 | +11.7% | 720 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $40,536 | +6.7% | 720 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $38,002 | +18.2% | 720 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $32,155 | -17.2% | 720 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $38,837 | +9.1% | 720 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $35,604 | +1.2% | 720 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $35,165 | +2.7% | 720 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $34,236 | +12.1% | 720 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $30,528 | -13.1% | 720 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $35,143 | +6.5% | 720 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $33,012 | +0.5% | 720 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $32,854 | -1.5% | 360 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $33,340 | +5.0% | 360 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $31,763 | – | 360 | – | 0.00% | – |
Download | ||||||
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% |