ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 104 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $871,165 | +1.4% | 11,895 | +5.3% | 0.00% | – |
Q2 2023 | $859,130 | -40.0% | 11,295 | -44.8% | 0.00% | – |
Q1 2023 | $1,432,414 | +116.0% | 20,446 | +97.5% | 0.00% | – |
Q4 2022 | $663,095 | +14.3% | 10,353 | +6.2% | 0.00% | – |
Q3 2022 | $580,000 | -8.2% | 9,748 | -1.2% | 0.00% | – |
Q2 2022 | $632,000 | -8.9% | 9,869 | +8.2% | 0.00% | – |
Q1 2022 | $694,000 | +29.0% | 9,119 | +32.1% | 0.00% | – |
Q4 2021 | $538,000 | +0.7% | 6,902 | -8.0% | 0.00% | – |
Q3 2021 | $534,000 | -0.2% | 7,500 | -0.5% | 0.00% | – |
Q2 2021 | $535,000 | +24.4% | 7,534 | +15.7% | 0.00% | – |
Q1 2021 | $430,000 | +8.0% | 6,511 | +2.8% | 0.00% | – |
Q4 2020 | $398,000 | +11.8% | 6,334 | +0.2% | 0.00% | – |
Q3 2020 | $356,000 | -3.3% | 6,323 | -9.4% | 0.00% | – |
Q2 2020 | $368,000 | +10.8% | 6,978 | -6.2% | 0.00% | – |
Q1 2020 | $332,000 | -21.0% | 7,443 | -4.5% | 0.00% | – |
Q4 2019 | $420,000 | +9.9% | 7,794 | +0.9% | 0.00% | – |
Q3 2019 | $382,000 | +16.8% | 7,723 | +15.5% | 0.00% | – |
Q2 2019 | $327,000 | +7.6% | 6,688 | +4.2% | 0.00% | – |
Q1 2019 | $304,000 | +11.4% | 6,416 | -0.8% | 0.00% | – |
Q4 2018 | $273,000 | -10.5% | 6,465 | +4.1% | 0.00% | – |
Q3 2018 | $305,000 | +7.4% | 6,213 | 0.0% | 0.00% | – |
Q2 2018 | $284,000 | +1.1% | 6,213 | +100.0% | 0.00% | – |
Q1 2018 | $281,000 | -2.4% | 3,106 | 0.0% | 0.00% | – |
Q4 2017 | $288,000 | +6.7% | 3,106 | +1.1% | 0.00% | – |
Q3 2017 | $270,000 | +1.5% | 3,073 | -2.7% | 0.00% | – |
Q2 2017 | $266,000 | -3.3% | 3,158 | -5.8% | 0.00% | – |
Q1 2017 | $275,000 | +15.5% | 3,352 | +8.0% | 0.00% | – |
Q4 2016 | $238,000 | +17.2% | 3,103 | +10.6% | 0.00% | – |
Q1 2016 | $203,000 | -41.8% | 2,805 | -41.0% | 0.00% | – |
Q4 2015 | $349,000 | +8.0% | 4,752 | 0.0% | 0.00% | – |
Q3 2015 | $323,000 | -12.5% | 4,752 | -2.7% | 0.00% | – |
Q2 2015 | $369,000 | -0.5% | 4,883 | +2.5% | 0.00% | – |
Q1 2015 | $371,000 | +7.2% | 4,763 | +5.9% | 0.00% | – |
Q4 2014 | $346,000 | +10.2% | 4,496 | +11.1% | 0.00% | – |
Q3 2014 | $314,000 | -7.4% | 4,047 | -5.9% | 0.00% | – |
Q2 2014 | $339,000 | +4.0% | 4,300 | +1.9% | 0.00% | – |
Q1 2014 | $326,000 | – | 4,218 | – | 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% |