ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 143 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,314 | -3.7% | 7,350 | 0.0% | 0.00% | – |
| Q2 2023 | $559,041 | +8.6% | 7,350 | 0.0% | 0.00% | – |
| Q1 2023 | $514,941 | +9.4% | 7,350 | 0.0% | 0.00% | – |
| Q4 2022 | $470,768 | +7.7% | 7,350 | 0.0% | 0.00% | – |
| Q3 2022 | $437,000 | -79.5% | 7,350 | -77.9% | 0.00% | – |
| Q2 2022 | $2,134,000 | +281.8% | 33,303 | +353.1% | 0.00% | – |
| Q1 2022 | $559,000 | -2.4% | 7,350 | 0.0% | 0.00% | – |
| Q4 2021 | $573,000 | +9.6% | 7,350 | 0.0% | 0.00% | – |
| Q3 2021 | $523,000 | +0.2% | 7,350 | 0.0% | 0.00% | – |
| Q2 2021 | $522,000 | +7.6% | 7,350 | 0.0% | 0.00% | – |
| Q1 2021 | $485,000 | +5.0% | 7,350 | 0.0% | 0.00% | – |
| Q4 2020 | $462,000 | +11.6% | 7,350 | 0.0% | 0.00% | – |
| Q3 2020 | $414,000 | -83.7% | 7,350 | -84.7% | 0.00% | -100.0% |
| Q2 2020 | $2,541,000 | +674.7% | 48,138 | +554.9% | 0.00% | – |
| Q1 2020 | $328,000 | -17.2% | 7,350 | 0.0% | 0.00% | – |
| Q4 2019 | $396,000 | +9.1% | 7,350 | 0.0% | 0.00% | – |
| Q3 2019 | $363,000 | +1.1% | 7,350 | 0.0% | 0.00% | – |
| Q2 2019 | $359,000 | -55.3% | 7,350 | -56.5% | 0.00% | – |
| Q1 2019 | $803,000 | +157.4% | 16,897 | +129.9% | 0.00% | – |
| Q4 2018 | $312,000 | -13.1% | 7,350 | 0.0% | 0.00% | – |
| Q3 2018 | $359,000 | +36.0% | 7,350 | +99.7% | 0.00% | – |
| Q2 2016 | $264,000 | -25.2% | 3,680 | -25.0% | 0.00% | – |
| Q1 2016 | $353,000 | +2.3% | 4,905 | +3.6% | 0.00% | – |
| Q4 2015 | $345,000 | -70.0% | 4,735 | -71.5% | 0.00% | – |
| Q3 2015 | $1,149,000 | -8.0% | 16,600 | 0.0% | 0.00% | – |
| Q2 2015 | $1,249,000 | -45.8% | 16,600 | -44.6% | 0.00% | -100.0% |
| Q1 2015 | $2,306,000 | +142.0% | 29,980 | +139.8% | 0.00% | – |
| Q4 2014 | $953,000 | -4.9% | 12,502 | -3.4% | 0.00% | – |
| Q3 2014 | $1,002,000 | -1.7% | 12,940 | 0.0% | 0.00% | – |
| Q2 2014 | $1,019,000 | +78.1% | 12,940 | +76.1% | 0.00% | – |
| Q1 2014 | $572,000 | +0.7% | 7,350 | 0.0% | 0.00% | – |
| Q4 2013 | $568,000 | +7.4% | 7,350 | 0.0% | 0.00% | – |
| Q3 2013 | $529,000 | -15.8% | 7,350 | -21.0% | 0.00% | – |
| Q2 2013 | $628,000 | -10.8% | 9,300 | -15.5% | 0.00% | – |
| Q4 2012 | $704,000 | -36.2% | 11,009 | -37.8% | 0.00% | – |
| Q3 2012 | $1,104,000 | +5.8% | 17,700 | 0.0% | 0.00% | – |
| Q2 2012 | $1,043,000 | -7.4% | 17,700 | 0.0% | 0.00% | -100.0% |
| Q1 2012 | $1,126,000 | – | 17,700 | – | 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% |