ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209 | -5.0% | 2,860 | -1.0% | 0.02% | 0.0% |
| Q2 2023 | $220 | +8.9% | 2,890 | 0.0% | 0.02% | -15.4% |
| Q1 2023 | $202 | -99.9% | 2,890 | -14.7% | 0.03% | +4.0% |
| Q1 2022 | $258,000 | -2.3% | 3,390 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $264,000 | -5.7% | 3,390 | -14.0% | 0.02% | -34.2% |
| Q3 2021 | $280,000 | -13.6% | 3,940 | -13.6% | 0.04% | +15.2% |
| Q2 2021 | $324,000 | +7.6% | 4,560 | 0.0% | 0.03% | +6.5% |
| Q1 2021 | $301,000 | +17.1% | 4,560 | 0.0% | 0.03% | -11.4% |
| Q3 2020 | $257,000 | +6.6% | 4,560 | 0.0% | 0.04% | +2.9% |
| Q2 2020 | $241,000 | +18.1% | 4,560 | 0.0% | 0.03% | +3.0% |
| Q1 2020 | $204,000 | -14.3% | 4,560 | +3.4% | 0.03% | 0.0% |
| Q4 2019 | $238,000 | +18.4% | 4,410 | +84.9% | 0.03% | -37.7% |
| Q2 2017 | $201,000 | – | 2,385 | – | 0.05% | – |
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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% |