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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |