ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,316,834 | +0.6% | 113,556 | +4.5% | 0.01% | +20.0% |
| Q2 2023 | $8,264,291 | +22.3% | 108,655 | +12.6% | 0.01% | 0.0% |
| Q1 2023 | $6,758,445 | +17.0% | 96,467 | +7.0% | 0.01% | 0.0% |
| Q4 2022 | $5,776,768 | +7.0% | 90,192 | -0.6% | 0.01% | +25.0% |
| Q3 2022 | $5,400,000 | +0.7% | 90,734 | +8.4% | 0.00% | 0.0% |
| Q2 2022 | $5,365,000 | -13.7% | 83,730 | +2.4% | 0.00% | 0.0% |
| Q1 2022 | $6,220,000 | -3.4% | 81,789 | -0.9% | 0.00% | +33.3% |
| Q4 2021 | $6,439,000 | +14.2% | 82,541 | +4.1% | 0.00% | 0.0% |
| Q3 2021 | $5,640,000 | -65.5% | 79,277 | -65.6% | 0.00% | -70.0% |
| Q2 2021 | $16,337,000 | +7.4% | 230,135 | -0.1% | 0.01% | 0.0% |
| Q1 2021 | $15,208,000 | -20.6% | 230,383 | -24.4% | 0.01% | -9.1% |
| Q4 2020 | $19,159,000 | -13.1% | 304,540 | -22.3% | 0.01% | -21.4% |
| Q3 2020 | $22,054,000 | +3.6% | 391,727 | -2.8% | 0.01% | -17.6% |
| Q2 2020 | $21,279,000 | +21.3% | 403,164 | +2.6% | 0.02% | +6.2% |
| Q1 2020 | $17,544,000 | -14.8% | 392,845 | +2.9% | 0.02% | +6.7% |
| Q4 2019 | $20,589,000 | +11.4% | 381,710 | +2.1% | 0.02% | 0.0% |
| Q3 2019 | $18,488,000 | +9.3% | 373,877 | +7.9% | 0.02% | +7.1% |
| Q2 2019 | $16,916,000 | +20.9% | 346,350 | +17.8% | 0.01% | +7.7% |
| Q1 2019 | $13,986,000 | +82.9% | 294,134 | +63.1% | 0.01% | +62.5% |
| Q4 2018 | $7,647,000 | +43.0% | 180,355 | +64.7% | 0.01% | +60.0% |
| Q3 2018 | $5,346,000 | +12.2% | 109,529 | +5.4% | 0.01% | +25.0% |
| Q2 2018 | $4,765,000 | +8.2% | 103,915 | +115.3% | 0.00% | 0.0% |
| Q1 2018 | $4,405,000 | +7.3% | 48,270 | +8.9% | 0.00% | +33.3% |
| Q4 2017 | $4,106,000 | +20.0% | 44,342 | +14.3% | 0.00% | 0.0% |
| Q3 2017 | $3,421,000 | +30.4% | 38,778 | +24.5% | 0.00% | +50.0% |
| Q2 2017 | $2,623,000 | +152.7% | 31,138 | +145.1% | 0.00% | +100.0% |
| Q1 2017 | $1,038,000 | +227.4% | 12,702 | +207.6% | 0.00% | – |
| Q4 2016 | $317,000 | +10.1% | 4,129 | +7.3% | 0.00% | – |
| Q3 2016 | $288,000 | +13.8% | 3,847 | +9.0% | 0.00% | – |
| Q2 2016 | $253,000 | +488.4% | 3,529 | +493.1% | 0.00% | – |
| Q1 2016 | $43,000 | 0.0% | 595 | 0.0% | 0.00% | – |
| Q4 2015 | $43,000 | +230.8% | 595 | +205.1% | 0.00% | – |
| Q3 2015 | $13,000 | -80.9% | 195 | -78.4% | 0.00% | – |
| Q2 2015 | $68,000 | -13.9% | 901 | -12.1% | 0.00% | – |
| Q1 2015 | $79,000 | +3.9% | 1,025 | +2.4% | 0.00% | – |
| Q4 2014 | $76,000 | -40.2% | 1,001 | -39.2% | 0.00% | – |
| Q3 2014 | $127,000 | -0.8% | 1,646 | +1.5% | 0.00% | – |
| Q2 2014 | $128,000 | +6300.0% | 1,622 | +6952.2% | 0.00% | – |
| Q1 2014 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q4 2013 | $2,000 | +100.0% | 23 | +21.1% | 0.00% | – |
| Q3 2013 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2013 | $1,000 | – | 19 | – | 0.00% | – |
Download | ||||||
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% |