ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 142 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,230,432 | -3.7% | 16,800 | 0.0% | 0.01% | +7.7% |
Q2 2023 | $1,277,808 | +8.6% | 16,800 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $1,177,008 | +9.4% | 16,800 | 0.0% | 0.01% | +8.3% |
Q4 2022 | $1,076,040 | +7.6% | 16,800 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $1,000,000 | -7.1% | 16,800 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $1,076,000 | -15.8% | 16,800 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $1,278,000 | -2.5% | 16,800 | 0.0% | 0.01% | +9.1% |
Q4 2021 | $1,311,000 | +9.7% | 16,800 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $1,195,000 | +0.2% | 16,800 | 0.0% | 0.01% | +10.0% |
Q2 2021 | $1,193,000 | +7.6% | 16,800 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $1,109,000 | +4.9% | 16,800 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $1,057,000 | +11.7% | 16,800 | 0.0% | 0.01% | -9.1% |
Q3 2020 | $946,000 | +6.7% | 16,800 | 0.0% | 0.01% | +10.0% |
Q2 2020 | $887,000 | +18.3% | 16,800 | 0.0% | 0.01% | +11.1% |
Q1 2020 | $750,000 | -17.2% | 16,800 | 0.0% | 0.01% | +28.6% |
Q4 2019 | $906,000 | +9.0% | 16,800 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $831,000 | +1.2% | 16,800 | 0.0% | 0.01% | +16.7% |
Q2 2019 | $821,000 | – | 16,800 | – | 0.01% | – |
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% |