ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 142 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $347,597 | -4.3% | 5,840 | +3.0% | 0.02% | 0.0% |
| Q2 2022 | $363,405 | -46.8% | 5,672 | -36.9% | 0.02% | -34.8% |
| Q1 2022 | $683,233 | +2.8% | 8,984 | +5.5% | 0.02% | +4.5% |
| Q4 2021 | $664,333 | -8.6% | 8,516 | -16.6% | 0.02% | -18.5% |
| Q3 2021 | $726,766 | +0.2% | 10,216 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $725,234 | +7.5% | 10,216 | 0.0% | 0.03% | -3.4% |
| Q1 2021 | $674,358 | +4.9% | 10,216 | 0.0% | 0.03% | -12.1% |
| Q4 2020 | $642,689 | +11.7% | 10,216 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $575,161 | +54.4% | 10,216 | +44.8% | 0.03% | +37.5% |
| Q2 2020 | $372,468 | +16.4% | 7,057 | -1.5% | 0.02% | -11.1% |
| Q1 2020 | $319,900 | -42.5% | 7,163 | -30.5% | 0.03% | -32.5% |
| Q4 2019 | $556,283 | +4.6% | 10,313 | -4.1% | 0.04% | -9.1% |
| Q3 2019 | $531,686 | +1.2% | 10,752 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $525,128 | +2.7% | 10,752 | 0.0% | 0.04% | -8.3% |
| Q1 2019 | $511,258 | +12.1% | 10,752 | 0.0% | 0.05% | -14.3% |
| Q4 2018 | $455,885 | -11.8% | 10,752 | +1.6% | 0.06% | -5.1% |
| Q3 2018 | $516,703 | +0.4% | 10,586 | -5.7% | 0.06% | -15.7% |
| Q2 2018 | $514,483 | +7.6% | 11,221 | +114.1% | 0.07% | -1.4% |
| Q1 2018 | $478,202 | -1.5% | 5,240 | 0.0% | 0.07% | -7.8% |
| Q4 2017 | $485,276 | – | 5,240 | – | 0.08% | – |
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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% |