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 | $7,866 | +1.3% | 107,404 | +5.2% | 0.68% | +0.6% |
| Q2 2023 | $7,763 | +9.2% | 102,061 | +0.6% | 0.68% | +19.5% |
| Q1 2023 | $7,109 | +8.6% | 101,473 | -0.7% | 0.57% | -7.5% |
| Q4 2022 | $6,544 | -99.9% | 102,174 | +29.1% | 0.62% | +34.0% |
| Q3 2022 | $4,710,000 | +10.4% | 79,125 | +18.8% | 0.46% | +9.0% |
| Q2 2022 | $4,267,000 | -0.9% | 66,594 | +17.6% | 0.42% | +23.8% |
| Q1 2022 | $4,306,000 | +867.6% | 56,627 | +893.3% | 0.34% | +900.0% |
| Q4 2021 | $445,000 | +220.1% | 5,701 | +191.2% | 0.03% | +183.3% |
| Q3 2021 | $139,000 | +215.9% | 1,958 | +106.1% | 0.01% | +100.0% |
| Q2 2018 | $44,000 | – | 950 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 1,046,204 | $81,614,000 | 11.26% |
| MY Wealth Management Inc. | 59,803 | $4,665,000 | 4.10% |
| Flagship Private Wealth, LLC | 70,022 | $5,462,000 | 3.99% |
| Crumly & Associates Inc. | 120,894 | $9,167,000 | 3.62% |
| USAdvisors Wealth Management, LLC | 80,484 | $6,279,000 | 2.56% |
| Clear Perspectives Financial Planning, LLC | 56,961 | $4,444,000 | 1.80% |
| Bluesphere Advisors, LLC | 19,060 | $1,487,000 | 1.24% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 26,547 | $2,071,000 | 1.16% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 39,030 | $3,045,000 | 1.02% |
| 180 WEALTH ADVISORS, LLC | 60,271 | $4,456,000 | 1.00% |