ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 78 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,403 | +4.5% | 5,822 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $407,889 | 0.0% | 5,822 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $407,889 | +9.4% | 5,822 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $372,899 | +7.8% | 5,822 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $346,000 | -7.2% | 5,822 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $373,000 | -15.6% | 5,822 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $442,000 | -2.6% | 5,822 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $454,000 | +9.7% | 5,822 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $414,000 | -0.2% | 5,822 | -0.5% | 0.00% | 0.0% |
| Q2 2021 | $415,000 | +7.5% | 5,850 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $386,000 | +4.9% | 5,850 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $368,000 | +11.9% | 5,850 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $329,000 | -6.3% | 5,850 | -12.1% | 0.00% | 0.0% |
| Q2 2020 | $351,000 | -9.5% | 6,654 | -7.7% | 0.00% | 0.0% |
| Q1 2020 | $388,000 | 0.0% | 7,207 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $388,000 | +6.0% | 7,207 | -3.0% | 0.00% | 0.0% |
| Q3 2019 | $366,000 | +1.4% | 7,427 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $361,000 | +2.8% | 7,427 | +0.4% | 0.00% | 0.0% |
| Q1 2019 | $351,000 | +12.1% | 7,400 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $313,000 | -8.5% | 7,400 | +100.0% | 0.00% | +100.0% |
| Q1 2018 | $342,000 | 0.0% | 3,700 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $342,000 | +4.9% | 3,700 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $326,000 | +7.9% | 3,700 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $302,000 | 0.0% | 3,700 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $302,000 | +1577.8% | 3,700 | +1461.2% | 0.00% | – |
| Q4 2016 | $18,000 | +5.9% | 237 | 0.0% | 0.00% | – |
| Q3 2016 | $17,000 | +6.2% | 237 | 0.0% | 0.00% | – |
| Q2 2016 | $16,000 | -5.9% | 237 | 0.0% | 0.00% | – |
| Q1 2016 | $17,000 | 0.0% | 237 | 0.0% | 0.00% | – |
| Q4 2015 | $17,000 | -92.8% | 237 | -93.0% | 0.00% | -100.0% |
| Q3 2015 | $235,000 | +1075.0% | 3,409 | +1130.7% | 0.00% | – |
| Q2 2015 | $20,000 | -4.8% | 277 | 0.0% | 0.00% | – |
| Q1 2015 | $21,000 | 0.0% | 277 | 0.0% | 0.00% | – |
| Q4 2014 | $21,000 | 0.0% | 277 | 0.0% | 0.00% | – |
| Q3 2014 | $21,000 | 0.0% | 277 | 0.0% | 0.00% | – |
| Q2 2014 | $21,000 | 0.0% | 277 | 0.0% | 0.00% | – |
| Q1 2014 | $21,000 | 0.0% | 277 | 0.0% | 0.00% | – |
| Q4 2013 | $21,000 | +10.5% | 277 | 0.0% | 0.00% | – |
| Q3 2013 | $19,000 | +5.6% | 277 | 0.0% | 0.00% | – |
| Q2 2013 | $18,000 | – | 277 | – | 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% |