ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $999,126 | -2.0% | 14,261 | -24.5% | 0.00% | – |
| Q4 2019 | $1,019,000 | +9.0% | 18,900 | 0.0% | 0.00% | – |
| Q3 2019 | $935,000 | +3.4% | 18,900 | +2.2% | 0.00% | – |
| Q2 2019 | $904,000 | +2.7% | 18,500 | 0.0% | 0.00% | – |
| Q1 2019 | $880,000 | +5.4% | 18,500 | -6.1% | 0.00% | – |
| Q4 2018 | $835,000 | -7.8% | 19,700 | +6.2% | 0.00% | – |
| Q3 2018 | $906,000 | +5.7% | 18,554 | -0.7% | 0.00% | – |
| Q2 2018 | $857,000 | +1.5% | 18,688 | +102.0% | 0.00% | – |
| Q1 2018 | $844,000 | -5.1% | 9,250 | -3.6% | 0.00% | – |
| Q4 2017 | $889,000 | +106.7% | 9,600 | +70.3% | 0.00% | – |
| Q4 2014 | $430,000 | – | 5,638 | – | 0.00% | – |
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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% |