ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 97 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $242,000 | +0.4% | 5,280 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $241,000 | -1.2% | 2,640 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $244,000 | +5.6% | 2,640 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $231,000 | -50.4% | 2,640 | -52.4% | 0.00% | 0.0% |
| Q2 2017 | $466,000 | +3.1% | 5,542 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $452,000 | +5.9% | 5,542 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $427,000 | -48.6% | 5,542 | -50.0% | 0.00% | 0.0% |
| Q3 2016 | $830,000 | +109.6% | 11,084 | +100.0% | 0.00% | 0.0% |
| Q2 2016 | $396,000 | -0.5% | 5,542 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $398,000 | -1.5% | 5,542 | 0.0% | 0.00% | -50.0% |
| Q4 2015 | $404,000 | +4.9% | 5,542 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $385,000 | -38.6% | 5,542 | -33.7% | 0.00% | 0.0% |
| Q2 2015 | $627,000 | -2.2% | 8,354 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $641,000 | -39.8% | 8,354 | -40.3% | 0.00% | -50.0% |
| Q4 2014 | $1,064,000 | -2.3% | 14,000 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $1,089,000 | -37.3% | 14,000 | -36.7% | 0.00% | -33.3% |
| Q2 2014 | $1,736,000 | +10.8% | 22,128 | +9.3% | 0.01% | 0.0% |
| Q1 2014 | $1,567,000 | -0.1% | 20,252 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $1,568,000 | – | 20,252 | – | 0.01% | – |
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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% |