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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $305,999 | +73.5% | 8,819 | +220.2% | 0.02% | +112.5% |
| Q4 2022 | $176,403 | +152.0% | 2,754 | +134.8% | 0.01% | +100.0% |
| Q3 2022 | $70,000 | -1.4% | 1,173 | +6.8% | 0.00% | -33.3% |
| Q2 2022 | $71,000 | -63.0% | 1,098 | -56.6% | 0.01% | -45.5% |
| Q1 2022 | $192,000 | +209.7% | 2,528 | +216.0% | 0.01% | +120.0% |
| Q4 2021 | $62,000 | +34.8% | 800 | +15.1% | 0.01% | +25.0% |
| Q1 2021 | $46,000 | +4.5% | 695 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $44,000 | – | 695 | – | 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% |