ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 101 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $33,000 | +3.1% | 398 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $32,000 | -23.8% | 398 | -27.4% | 0.00% | 0.0% |
| Q4 2016 | $42,000 | +2.4% | 548 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $41,000 | +5.1% | 548 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $39,000 | 0.0% | 548 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $39,000 | 0.0% | 548 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $39,000 | -32.8% | 548 | -35.4% | 0.00% | -50.0% |
| Q3 2015 | $58,000 | -7.9% | 848 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $63,000 | +46.5% | 848 | +50.6% | 0.00% | +100.0% |
| Q1 2015 | $43,000 | +2.4% | 563 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $42,000 | +35.5% | 563 | +36.3% | 0.00% | 0.0% |
| Q3 2014 | $31,000 | -3.1% | 413 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $32,000 | 0.0% | 413 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $32,000 | -52.2% | 413 | -53.3% | 0.00% | -66.7% |
| Q4 2013 | $67,000 | +131.0% | 885 | +114.3% | 0.00% | +200.0% |
| Q3 2013 | $29,000 | +7.4% | 413 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $27,000 | – | 413 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flagship Private Wealth, LLC | 63,944 | $4,629,597,000 | 3.52% |
| USAdvisors Wealth Management, LLC | 76,831 | $5,454,000 | 2.96% |
| Clear Perspectives Financial Planning, LLC | 61,195 | $4,344,000 | 2.10% |
| Bluesphere Advisors, LLC | 19,435 | $1,380,000 | 1.22% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 39,030 | $2,771,000 | 1.12% |
| 180 WEALTH ADVISORS, LLC | 62,098 | $4,562,000 | 1.04% |
| FAGAN ASSOCIATES, INC. | 51,195 | $3,634,000 | 0.78% |
| Connecticut Wealth Management, LLC | 120,497 | $8,554,000 | 0.75% |
| Capital Advisors, Ltd. LLC | 55,222 | $3,920,000 | 0.70% |
| RDA Financial Network | 18,469 | $1,311,000 | 0.58% |