ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $47,555 | +8.1% | 742 | +0.7% | 0.02% | -4.0% |
| Q3 2022 | $44,000 | -6.4% | 737 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $47,000 | -14.5% | 737 | +1.2% | 0.02% | -11.1% |
| Q1 2022 | $55,000 | -3.5% | 728 | +0.1% | 0.03% | 0.0% |
| Q4 2021 | $57,000 | +11.8% | 727 | +0.7% | 0.03% | 0.0% |
| Q3 2021 | $51,000 | 0.0% | 722 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $51,000 | +8.5% | 722 | +0.8% | 0.03% | -3.4% |
| Q1 2021 | $47,000 | +4.4% | 716 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $45,000 | +12.5% | 716 | +0.7% | 0.03% | -9.1% |
| Q3 2020 | $40,000 | +5.3% | 711 | 0.0% | 0.03% | +6.5% |
| Q2 2020 | $38,000 | +22.6% | 711 | +1.0% | 0.03% | -3.1% |
| Q1 2020 | $31,000 | – | 704 | – | 0.03% | – |
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% |