ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 95 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $339,000 | -13.1% | 8,000 | 0.0% | 0.07% | -24.5% |
| Q3 2018 | $390,000 | +6.3% | 8,000 | 0.0% | 0.10% | -3.0% |
| Q2 2018 | $367,000 | +0.5% | 8,000 | +100.0% | 0.10% | -3.8% |
| Q1 2018 | $365,000 | -1.4% | 4,000 | 0.0% | 0.10% | +6.1% |
| Q4 2017 | $370,000 | +4.8% | 4,000 | 0.0% | 0.10% | +1.0% |
| Q3 2017 | $353,000 | +4.7% | 4,000 | 0.0% | 0.10% | +2.1% |
| Q2 2017 | $337,000 | +3.1% | 4,000 | 0.0% | 0.10% | +7.9% |
| Q1 2017 | $327,000 | +6.5% | 4,000 | 0.0% | 0.09% | +6.0% |
| Q4 2016 | $307,000 | +2.3% | 4,000 | 0.0% | 0.08% | +2.4% |
| Q3 2016 | $300,000 | +4.5% | 4,000 | 0.0% | 0.08% | +2.5% |
| Q2 2016 | $287,000 | -0.3% | 4,000 | 0.0% | 0.08% | -3.6% |
| Q1 2016 | $288,000 | -1.0% | 4,000 | 0.0% | 0.08% | -4.6% |
| Q4 2015 | $291,000 | +5.1% | 4,000 | 0.0% | 0.09% | -4.4% |
| Q3 2015 | $277,000 | -8.0% | 4,000 | 0.0% | 0.09% | +1.1% |
| Q2 2015 | $301,000 | -2.3% | 4,000 | 0.0% | 0.09% | -8.2% |
| Q1 2015 | $308,000 | +1.0% | 4,000 | 0.0% | 0.10% | 0.0% |
| Q4 2014 | $305,000 | -1.6% | 4,000 | 0.0% | 0.10% | -6.7% |
| Q3 2014 | $310,000 | -1.6% | 4,000 | 0.0% | 0.10% | -5.4% |
| Q2 2014 | $315,000 | +1.3% | 4,000 | 0.0% | 0.11% | -3.5% |
| Q1 2014 | $311,000 | +0.6% | 4,000 | 0.0% | 0.12% | -1.7% |
| Q4 2013 | $309,000 | +7.3% | 4,000 | 0.0% | 0.12% | -4.1% |
| Q3 2013 | $288,000 | +6.7% | 4,000 | 0.0% | 0.12% | +0.8% |
| Q2 2013 | $270,000 | – | 4,000 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tower Wealth Partners, Inc. | 125,195 | $9,522,332 | 7.63% |
| Flagship Private Wealth, LLC | 104,021 | $7,911,798 | 6.55% |
| Kaye Capital Management | 169,207 | $12,869,909 | 6.26% |
| Amplius Wealth Advisors, LLC | 559,845 | $42,581,811 | 5.74% |
| Drake & Associates, LLC | 147,883 | $11,248,008 | 5.03% |
| Asset Allocation Strategies LLC | 124,134 | $9,441,607 | 4.46% |
| Bluesphere Advisors, LLC | 80,538 | $6,125,720 | 4.27% |
| WADDELL & ASSOCIATES, LLC | 378,252 | $28,769,870 | 4.22% |
| Beaumont Financial Advisors, LLC | 420,546 | $31,986,696 | 2.95% |
| Per Stirling Capital Management, LLC. | 186,553 | $14,189,193 | 2.89% |