ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 192 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,019 | -8.0% | 3,528 | -4.7% | 0.00% | -100.0% |
| Q2 2023 | $281,641 | -10.5% | 3,703 | -17.6% | 0.00% | 0.0% |
| Q1 2023 | $314,519 | +55.3% | 4,493 | +42.0% | 0.00% | 0.0% |
| Q4 2022 | $202,524 | -5.8% | 3,163 | -12.5% | 0.00% | 0.0% |
| Q3 2022 | $215,000 | -14.3% | 3,613 | -7.7% | 0.00% | 0.0% |
| Q2 2022 | $251,000 | -15.5% | 3,913 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $297,000 | -2.6% | 3,913 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $305,000 | – | 3,913 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 1,021,764 | $77,705,000 | 11.95% |
| Flagship Private Wealth, LLC | 75,224 | $5,721,000 | 4.69% |
| MY Wealth Management Inc. | 54,083 | $4,113,000 | 3.81% |
| USAdvisors Wealth Management, LLC | 72,807 | $5,537,000 | 2.36% |
| Clear Perspectives Financial Planning, LLC | 55,500 | $4,221,000 | 1.60% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 32,307 | $2,457,000 | 1.46% |
| Bluesphere Advisors, LLC | 17,770 | $1,351,000 | 1.14% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 40,730 | $3,098,000 | 1.13% |
| 180 WEALTH ADVISORS, LLC | 59,680 | $4,451,000 | 0.97% |
| FAGAN ASSOCIATES, INC. | 52,460 | $3,990,000 | 0.82% |