ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 192 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,037,000 | +10.2% | 26,111 | +0.5% | 0.35% | -3.6% |
| Q3 2021 | $1,849,000 | +1.4% | 25,992 | +1.2% | 0.36% | 0.0% |
| Q2 2021 | $1,824,000 | +1.8% | 25,692 | -5.4% | 0.36% | -5.5% |
| Q1 2021 | $1,792,000 | -3.2% | 27,145 | -7.8% | 0.38% | -11.3% |
| Q4 2020 | $1,852,000 | +25.3% | 29,445 | +12.2% | 0.43% | +5.9% |
| Q3 2020 | $1,478,000 | – | 26,255 | – | 0.41% | – |
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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% |