ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 152 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458,190 | -3.7% | 6,256 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $475,832 | +8.6% | 6,256 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $438,296 | +9.4% | 6,256 | 0.0% | 0.03% | +7.4% |
| Q4 2022 | $400,697 | +7.7% | 6,256 | 0.0% | 0.03% | +3.8% |
| Q3 2022 | $372,000 | -7.2% | 6,256 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $401,000 | -15.8% | 6,256 | 0.0% | 0.03% | +4.0% |
| Q1 2022 | $476,000 | -11.0% | 6,256 | -8.8% | 0.02% | -3.8% |
| Q4 2021 | $535,000 | +3.5% | 6,856 | -5.6% | 0.03% | -7.1% |
| Q3 2021 | $517,000 | -5.8% | 7,266 | -6.1% | 0.03% | -3.4% |
| Q2 2021 | $549,000 | -4.9% | 7,740 | -11.4% | 0.03% | -9.4% |
| Q1 2021 | $577,000 | -5.9% | 8,740 | -10.3% | 0.03% | -15.8% |
| Q4 2020 | $613,000 | +23.6% | 9,740 | +10.6% | 0.04% | -5.0% |
| Q3 2020 | $496,000 | +6.7% | 8,810 | 0.0% | 0.04% | -2.4% |
| Q2 2020 | $465,000 | +18.3% | 8,810 | 0.0% | 0.04% | +5.1% |
| Q1 2020 | $393,000 | -30.1% | 8,810 | -15.4% | 0.04% | -13.3% |
| Q4 2019 | $562,000 | +9.1% | 10,410 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $515,000 | -7.5% | 10,410 | -8.8% | 0.04% | -10.0% |
| Q2 2019 | $557,000 | -0.9% | 11,410 | -3.4% | 0.05% | -3.8% |
| Q1 2019 | $562,000 | +12.2% | 11,810 | 0.0% | 0.05% | -3.7% |
| Q4 2018 | $501,000 | -31.7% | 11,810 | -21.3% | 0.05% | -15.6% |
| Q3 2018 | $733,000 | +6.5% | 15,010 | 0.0% | 0.06% | -9.9% |
| Q2 2018 | $688,000 | +0.4% | 15,010 | +100.0% | 0.07% | 0.0% |
| Q1 2018 | $685,000 | -1.4% | 7,505 | 0.0% | 0.07% | +6.0% |
| Q4 2017 | $695,000 | +5.0% | 7,505 | 0.0% | 0.07% | -5.6% |
| Q3 2017 | $662,000 | +4.7% | 7,505 | 0.0% | 0.07% | 0.0% |
| Q2 2017 | $632,000 | +3.1% | 7,505 | 0.0% | 0.07% | +2.9% |
| Q1 2017 | $613,000 | +5.1% | 7,505 | -1.3% | 0.07% | 0.0% |
| Q4 2016 | $583,000 | +2.3% | 7,605 | 0.0% | 0.07% | -4.2% |
| Q3 2016 | $570,000 | -1.6% | 7,605 | -5.8% | 0.07% | -5.3% |
| Q2 2016 | $579,000 | -37.5% | 8,070 | -37.3% | 0.08% | -41.5% |
| Q1 2016 | $926,000 | -12.7% | 12,870 | -11.7% | 0.13% | -16.7% |
| Q4 2015 | $1,061,000 | +5.3% | 14,570 | 0.0% | 0.16% | -1.3% |
| Q3 2015 | $1,008,000 | -9.6% | 14,570 | -1.7% | 0.16% | -2.5% |
| Q2 2015 | $1,115,000 | -3.8% | 14,820 | -1.7% | 0.16% | -3.6% |
| Q1 2015 | $1,159,000 | +0.9% | 15,070 | 0.0% | 0.17% | -2.9% |
| Q4 2014 | $1,149,000 | -1.5% | 15,070 | 0.0% | 0.17% | -9.9% |
| Q3 2014 | $1,167,000 | -2.3% | 15,070 | -0.6% | 0.19% | -1.5% |
| Q2 2014 | $1,194,000 | -2.1% | 15,160 | -3.2% | 0.20% | -5.3% |
| Q1 2014 | $1,219,000 | +0.7% | 15,660 | 0.0% | 0.21% | -1.0% |
| Q4 2013 | $1,210,000 | +4.0% | 15,660 | -3.1% | 0.21% | -4.1% |
| Q3 2013 | $1,163,000 | +6.5% | 16,160 | 0.0% | 0.22% | -2.7% |
| Q2 2013 | $1,092,000 | – | 16,160 | – | 0.22% | – |
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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% |