ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $513,704 | -56.5% | 7,014 | -54.8% | 0.00% | -50.0% |
| Q2 2023 | $1,180,144 | +296.1% | 15,516 | +264.8% | 0.00% | – |
| Q1 2023 | $297,964 | +23.9% | 4,253 | +13.3% | 0.00% | – |
| Q4 2022 | $240,509 | -19.0% | 3,755 | -24.7% | 0.00% | – |
| Q3 2022 | $297,000 | -70.7% | 4,985 | -68.5% | 0.00% | -100.0% |
| Q2 2022 | $1,014,000 | -10.3% | 15,818 | +6.4% | 0.00% | 0.0% |
| Q1 2022 | $1,130,000 | -37.4% | 14,863 | -35.8% | 0.00% | 0.0% |
| Q4 2021 | $1,805,000 | +90.8% | 23,141 | +74.1% | 0.00% | +100.0% |
| Q3 2021 | $946,000 | -58.2% | 13,293 | -58.3% | 0.00% | -66.7% |
| Q2 2021 | $2,263,000 | +546.6% | 31,875 | +500.6% | 0.00% | +200.0% |
| Q1 2021 | $350,000 | +24.6% | 5,307 | +18.6% | 0.00% | 0.0% |
| Q4 2020 | $281,000 | +11.5% | 4,474 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $252,000 | -21.5% | 4,474 | -38.0% | 0.00% | 0.0% |
| Q1 2020 | $321,000 | -53.7% | 7,213 | -49.3% | 0.00% | -50.0% |
| Q2 2019 | $693,000 | -3.1% | 14,227 | -5.4% | 0.00% | 0.0% |
| Q1 2019 | $715,000 | – | 15,041 | – | 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% |