ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 189 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $188,359 | -3.7% | 2,572 | 0.0% | 0.00% | – |
Q2 2023 | $195,611 | +9.1% | 2,572 | +0.5% | 0.00% | – |
Q1 2023 | $179,358 | +20.0% | 2,560 | +9.7% | 0.00% | – |
Q4 2022 | $149,433 | +8.3% | 2,333 | +0.4% | 0.00% | – |
Q3 2022 | $138,000 | -7.4% | 2,324 | 0.0% | 0.00% | – |
Q2 2022 | $149,000 | -15.3% | 2,324 | +0.6% | 0.00% | – |
Q1 2022 | $176,000 | -2.2% | 2,311 | +0.0% | 0.00% | – |
Q4 2021 | $180,000 | -5.3% | 2,310 | -13.8% | 0.00% | – |
Q3 2021 | $190,000 | 0.0% | 2,679 | 0.0% | 0.00% | – |
Q2 2021 | $190,000 | -63.8% | 2,679 | -66.3% | 0.00% | -100.0% |
Q1 2021 | $525,000 | -46.9% | 7,949 | -49.4% | 0.00% | 0.0% |
Q4 2020 | $989,000 | +19.4% | 15,719 | +6.8% | 0.00% | 0.0% |
Q3 2020 | $828,000 | -16.7% | 14,713 | -22.0% | 0.00% | 0.0% |
Q2 2020 | $994,000 | +40.2% | 18,851 | +18.7% | 0.00% | 0.0% |
Q1 2020 | $709,000 | -0.8% | 15,887 | +20.0% | 0.00% | 0.0% |
Q4 2019 | $715,000 | +17.2% | 13,241 | +7.4% | 0.00% | 0.0% |
Q3 2019 | $610,000 | +3.6% | 12,325 | +2.1% | 0.00% | 0.0% |
Q2 2019 | $589,000 | -5.9% | 12,069 | -8.4% | 0.00% | 0.0% |
Q1 2019 | $626,000 | +36.1% | 13,180 | +21.3% | 0.00% | 0.0% |
Q4 2018 | $460,000 | +45.6% | 10,868 | +67.8% | 0.00% | – |
Q3 2018 | $316,000 | +33.9% | 6,477 | +25.4% | 0.00% | – |
Q2 2018 | $236,000 | -1.7% | 5,164 | +95.8% | 0.00% | – |
Q1 2018 | $240,000 | +2.6% | 2,638 | +4.4% | 0.00% | – |
Q4 2017 | $234,000 | +4.5% | 2,527 | -0.5% | 0.00% | – |
Q3 2017 | $224,000 | +5.7% | 2,539 | +1.0% | 0.00% | – |
Q2 2017 | $212,000 | +11.6% | 2,515 | +8.0% | 0.00% | – |
Q1 2017 | $190,000 | +13.1% | 2,328 | +5.8% | 0.00% | – |
Q4 2016 | $168,000 | +20.9% | 2,200 | +18.7% | 0.00% | – |
Q3 2016 | $139,000 | +6.1% | 1,854 | +2.5% | 0.00% | – |
Q2 2016 | $131,000 | +4.0% | 1,809 | +4.0% | 0.00% | – |
Q1 2016 | $126,000 | 0.0% | 1,740 | 0.0% | 0.00% | – |
Q4 2015 | $126,000 | +4.1% | 1,740 | +0.1% | 0.00% | – |
Q3 2015 | $121,000 | -11.0% | 1,738 | -4.3% | 0.00% | – |
Q2 2015 | $136,000 | -1.4% | 1,817 | +0.3% | 0.00% | – |
Q1 2015 | $138,000 | +21.1% | 1,812 | +21.3% | 0.00% | – |
Q4 2014 | $114,000 | +22.6% | 1,494 | +24.5% | 0.00% | – |
Q3 2014 | $93,000 | – | 1,200 | – | 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% |