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 | $191,858 | +102.3% | 2,620 | +110.1% | 0.00% | – |
| Q2 2023 | $94,815 | +9.7% | 1,247 | +1.1% | 0.00% | – |
| Q1 2023 | $86,440 | +9.4% | 1,234 | 0.0% | 0.00% | – |
| Q4 2022 | $79,025 | -10.2% | 1,234 | -16.5% | 0.00% | – |
| Q3 2022 | $88,000 | -5.4% | 1,477 | +2.2% | 0.00% | – |
| Q2 2022 | $93,000 | -14.7% | 1,445 | +1.0% | 0.00% | – |
| Q1 2022 | $109,000 | +16.0% | 1,431 | +18.4% | 0.00% | – |
| Q4 2021 | $94,000 | +10.6% | 1,209 | +0.7% | 0.00% | – |
| Q3 2021 | $85,000 | 0.0% | 1,201 | 0.0% | 0.00% | – |
| Q2 2021 | $85,000 | +7.6% | 1,201 | +0.9% | 0.00% | – |
| Q1 2021 | $79,000 | -19.4% | 1,190 | -24.0% | 0.00% | – |
| Q4 2020 | $98,000 | -11.7% | 1,565 | -20.6% | 0.00% | – |
| Q3 2020 | $111,000 | +76.2% | 1,972 | +65.4% | 0.00% | – |
| Q2 2020 | $63,000 | +18.9% | 1,192 | +0.9% | 0.00% | – |
| Q1 2020 | $53,000 | -17.2% | 1,181 | 0.0% | 0.00% | – |
| Q4 2019 | $64,000 | +10.3% | 1,181 | +0.9% | 0.00% | – |
| Q3 2019 | $58,000 | -29.3% | 1,171 | -29.9% | 0.00% | – |
| Q2 2019 | $82,000 | +5.1% | 1,671 | +1.3% | 0.00% | – |
| Q1 2019 | $78,000 | +11.4% | 1,649 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $70,000 | -12.5% | 1,649 | +1.0% | 0.00% | – |
| Q3 2018 | $80,000 | +6.7% | 1,633 | 0.0% | 0.00% | -100.0% |
| Q2 2018 | $75,000 | +2.7% | 1,633 | +104.1% | 0.00% | 0.0% |
| Q1 2018 | $73,000 | – | 800 | – | 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% |