ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 123 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,697 | +5.7% | 159,705 | +9.8% | 0.06% | +6.6% |
| Q2 2023 | $11,065 | +75.0% | 145,474 | +61.2% | 0.06% | +35.6% |
| Q1 2023 | $6,322 | -7.5% | 90,232 | -15.5% | 0.04% | 0.0% |
| Q4 2022 | $6,836 | -99.8% | 106,732 | +55.7% | 0.04% | +45.2% |
| Q3 2022 | $4,081,000 | -4.0% | 68,564 | +3.3% | 0.03% | -3.1% |
| Q2 2022 | $4,253,000 | +10.0% | 66,381 | +30.5% | 0.03% | +18.5% |
| Q1 2022 | $3,868,000 | -9.7% | 50,859 | -7.4% | 0.03% | -12.9% |
| Q4 2021 | $4,285,000 | +10.8% | 54,930 | +1.1% | 0.03% | 0.0% |
| Q3 2021 | $3,866,000 | +7.7% | 54,342 | +7.5% | 0.03% | +3.3% |
| Q2 2021 | $3,589,000 | +12.2% | 50,556 | +4.4% | 0.03% | -3.2% |
| Q1 2021 | $3,198,000 | +18.4% | 48,442 | +12.8% | 0.03% | +6.9% |
| Q4 2020 | $2,702,000 | +26.4% | 42,946 | +13.2% | 0.03% | +7.4% |
| Q3 2020 | $2,137,000 | +24.2% | 37,950 | +16.4% | 0.03% | +17.4% |
| Q2 2020 | $1,721,000 | +114.1% | 32,612 | +81.1% | 0.02% | +64.3% |
| Q1 2020 | $804,000 | -6.2% | 18,009 | +13.4% | 0.01% | +16.7% |
| Q4 2019 | $857,000 | +110.6% | 15,886 | +92.9% | 0.01% | +71.4% |
| Q3 2019 | $407,000 | -28.1% | 8,237 | -29.0% | 0.01% | -12.5% |
| Q2 2019 | $566,000 | +10.3% | 11,595 | +7.6% | 0.01% | 0.0% |
| Q1 2019 | $513,000 | -3.6% | 10,779 | -14.2% | 0.01% | -20.0% |
| Q4 2018 | $532,000 | -18.0% | 12,556 | -5.5% | 0.01% | -9.1% |
| Q3 2018 | $649,000 | +92.6% | 13,290 | +80.9% | 0.01% | +57.1% |
| Q2 2018 | $337,000 | -3.4% | 7,346 | +92.2% | 0.01% | 0.0% |
| Q1 2018 | $349,000 | -1.1% | 3,822 | +0.2% | 0.01% | 0.0% |
| Q4 2017 | $353,000 | +13.1% | 3,815 | +8.0% | 0.01% | +16.7% |
| Q3 2017 | $312,000 | -64.1% | 3,532 | -65.8% | 0.01% | -64.7% |
| Q2 2017 | $870,000 | – | 10,332 | – | 0.02% | – |
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% |