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 | $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 | 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% |