ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 152 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,423 | -3.7% | 1,180 | 0.0% | 0.00% | – |
| Q2 2023 | $89,751 | +8.6% | 1,180 | 0.0% | 0.00% | – |
| Q1 2023 | $82,671 | +9.4% | 1,180 | 0.0% | 0.00% | – |
| Q4 2022 | $75,579 | +8.0% | 1,180 | 0.0% | 0.00% | – |
| Q3 2022 | $70,000 | -7.9% | 1,180 | 0.0% | 0.00% | – |
| Q2 2022 | $76,000 | -15.6% | 1,180 | 0.0% | 0.00% | – |
| Q1 2022 | $90,000 | -2.2% | 1,180 | 0.0% | 0.00% | – |
| Q4 2021 | $92,000 | +9.5% | 1,180 | 0.0% | 0.00% | – |
| Q3 2021 | $84,000 | 0.0% | 1,180 | 0.0% | 0.00% | – |
| Q2 2021 | $84,000 | +25.4% | 1,180 | +16.5% | 0.00% | – |
| Q1 2021 | $67,000 | +6.3% | 1,013 | +1.3% | 0.00% | – |
| Q4 2020 | $63,000 | +12.5% | 1,000 | 0.0% | 0.00% | – |
| Q3 2020 | $56,000 | +5.7% | 1,000 | 0.0% | 0.00% | – |
| Q2 2020 | $53,000 | +17.8% | 1,000 | 0.0% | 0.00% | – |
| Q1 2020 | $45,000 | -16.7% | 1,000 | 0.0% | 0.00% | – |
| Q4 2019 | $54,000 | +10.2% | 1,000 | 0.0% | 0.00% | – |
| Q3 2019 | $49,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2019 | $49,000 | +2.1% | 1,000 | 0.0% | 0.00% | – |
| Q1 2019 | $48,000 | +14.3% | 1,000 | 0.0% | 0.00% | – |
| Q4 2018 | $42,000 | -14.3% | 1,000 | 0.0% | 0.00% | – |
| Q3 2018 | $49,000 | +6.5% | 1,000 | 0.0% | 0.00% | – |
| Q2 2018 | $46,000 | 0.0% | 1,000 | +100.0% | 0.00% | – |
| Q1 2018 | $46,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q4 2017 | $46,000 | +4.5% | 500 | 0.0% | 0.00% | – |
| Q3 2017 | $44,000 | +4.8% | 500 | 0.0% | 0.00% | – |
| Q2 2017 | $42,000 | -55.8% | 500 | -57.1% | 0.00% | -100.0% |
| Q1 2017 | $95,000 | +150.0% | 1,166 | +133.2% | 0.00% | – |
| Q4 2016 | $38,000 | +2.7% | 500 | 0.0% | 0.00% | – |
| Q3 2016 | $37,000 | +2.8% | 500 | 0.0% | 0.00% | – |
| Q2 2016 | $36,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q1 2016 | $36,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q4 2015 | $36,000 | +2.9% | 500 | 0.0% | 0.00% | – |
| Q3 2015 | $35,000 | -7.9% | 500 | 0.0% | 0.00% | – |
| Q2 2015 | $38,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q1 2015 | $38,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q4 2014 | $38,000 | -2.6% | 500 | 0.0% | 0.00% | – |
| Q3 2014 | $39,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2014 | $39,000 | -90.5% | 500 | -90.5% | 0.00% | -100.0% |
| Q1 2014 | $410,000 | +1.0% | 5,260 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $406,000 | +1027.8% | 5,260 | +952.0% | 0.00% | – |
| Q3 2013 | $36,000 | +5.9% | 500 | 0.0% | 0.00% | – |
| Q2 2013 | $34,000 | – | 500 | – | 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% |