ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 152 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394,031 | -5.5% | 5,380 | -1.8% | 0.00% | 0.0% |
| Q2 2023 | $416,808 | +12.8% | 5,480 | +3.9% | 0.00% | 0.0% |
| Q1 2023 | $369,496 | +9.4% | 5,274 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $337,799 | +7.6% | 5,274 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $314,000 | -2.8% | 5,274 | +4.5% | 0.00% | 0.0% |
| Q2 2022 | $323,000 | -15.7% | 5,048 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $383,000 | -3.5% | 5,048 | -0.9% | 0.00% | 0.0% |
| Q4 2021 | $397,000 | -7.7% | 5,092 | -15.8% | 0.00% | 0.0% |
| Q3 2021 | $430,000 | -5.3% | 6,048 | -5.5% | 0.00% | 0.0% |
| Q2 2021 | $454,000 | +29.7% | 6,398 | +20.8% | 0.00% | 0.0% |
| Q1 2021 | $350,000 | +5.1% | 5,298 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $333,000 | +16.4% | 5,288 | +3.9% | 0.00% | 0.0% |
| Q3 2020 | $286,000 | -18.3% | 5,088 | -23.4% | 0.00% | 0.0% |
| Q2 2020 | $350,000 | +16.3% | 6,638 | -1.5% | 0.00% | 0.0% |
| Q1 2020 | $301,000 | -50.3% | 6,738 | -40.0% | 0.00% | 0.0% |
| Q4 2019 | $606,000 | – | 11,226 | – | 0.00% | – |
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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% |