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 | $267,180 | +16.2% | 3,648 | +20.6% | 0.00% | – |
| Q2 2023 | $230,005 | +152.8% | 3,024 | +132.6% | 0.00% | – |
| Q1 2023 | $91,000 | +142087.5% | 1,300 | +30.0% | 0.00% | – |
| Q4 2022 | $64 | -99.9% | 1,000 | 0.0% | 0.00% | – |
| Q3 2022 | $60,000 | -53.1% | 1,000 | -50.0% | 0.00% | – |
| Q2 2022 | $128,000 | -15.8% | 2,000 | 0.0% | 0.00% | – |
| Q1 2022 | $152,000 | -28.0% | 2,000 | -25.9% | 0.00% | – |
| Q4 2021 | $211,000 | +9.9% | 2,700 | 0.0% | 0.00% | – |
| Q3 2021 | $192,000 | 0.0% | 2,700 | 0.0% | 0.00% | – |
| Q2 2021 | $192,000 | +7.3% | 2,700 | 0.0% | 0.00% | – |
| Q1 2021 | $179,000 | +5.3% | 2,700 | 0.0% | 0.00% | – |
| Q4 2020 | $170,000 | -15.0% | 2,700 | -24.1% | 0.00% | – |
| Q3 2020 | $200,000 | +6.4% | 3,559 | 0.0% | 0.00% | – |
| Q2 2020 | $188,000 | +18.2% | 3,559 | 0.0% | 0.00% | – |
| Q1 2020 | $159,000 | -48.4% | 3,559 | -37.6% | 0.00% | – |
| Q4 2019 | $308,000 | +9.2% | 5,708 | 0.0% | 0.00% | – |
| Q3 2019 | $282,000 | +176.5% | 5,708 | +171.8% | 0.00% | – |
| Q2 2019 | $102,000 | +2.0% | 2,100 | 0.0% | 0.00% | – |
| Q1 2019 | $100,000 | -5.7% | 2,100 | -16.0% | 0.00% | – |
| Q4 2018 | $106,000 | -13.1% | 2,500 | 0.0% | 0.00% | – |
| Q3 2018 | $122,000 | +6.1% | 2,500 | 0.0% | 0.00% | – |
| Q2 2018 | $115,000 | +4.5% | 2,500 | +108.3% | 0.00% | – |
| Q1 2018 | $110,000 | -0.9% | 1,200 | 0.0% | 0.00% | – |
| Q4 2017 | $111,000 | +5.7% | 1,200 | 0.0% | 0.00% | – |
| Q3 2017 | $105,000 | +4.0% | 1,200 | 0.0% | 0.00% | – |
| Q2 2017 | $101,000 | – | 1,200 | – | 0.00% | – |
Download | ||||||
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% |