ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 186 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,659,393 | -15.2% | 36,311 | -12.0% | 0.13% | -14.2% |
| Q2 2023 | $3,137,678 | +8.1% | 41,253 | -0.5% | 0.16% | -1.9% |
| Q1 2023 | $2,903,326 | +9.7% | 41,441 | +0.3% | 0.16% | -1.9% |
| Q4 2022 | $2,645,749 | +3.3% | 41,308 | +3.3% | 0.16% | -6.9% |
| Q3 2022 | $2,561,000 | 0.0% | 39,972 | 0.0% | 0.17% | 0.0% |
| Q2 2022 | $2,561,000 | +1678.5% | 39,972 | +2059.5% | 0.17% | +1822.2% |
| Q4 2021 | $144,000 | +60.0% | 1,851 | +46.6% | 0.01% | +200.0% |
| Q3 2021 | $90,000 | +373.7% | 1,263 | +380.2% | 0.00% | +200.0% |
| Q2 2021 | $19,000 | 0.0% | 263 | -7.7% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | – | 285 | – | 0.00% | – |
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% |