ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 118 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $87,154 | -3.7% | 1,190 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $90,511 | +8.6% | 1,190 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $83,371 | +9.4% | 1,190 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $76,206 | +7.3% | 1,190 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $71,000 | -6.6% | 1,190 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $76,000 | -22.4% | 1,190 | -7.8% | 0.00% | -25.0% |
Q1 2022 | $98,000 | -3.0% | 1,290 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $101,000 | +9.8% | 1,290 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $92,000 | 0.0% | 1,290 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $92,000 | +8.2% | 1,290 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $85,000 | +4.9% | 1,290 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $81,000 | -11.0% | 1,290 | -20.5% | 0.00% | -20.0% |
Q3 2020 | $91,000 | -20.9% | 1,622 | -25.3% | 0.01% | -28.6% |
Q2 2020 | $115,000 | +18.6% | 2,172 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $97,000 | -23.0% | 2,172 | -7.2% | 0.01% | -12.5% |
Q4 2019 | $126,000 | +8.6% | 2,340 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $116,000 | +1.8% | 2,340 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $114,000 | +2.7% | 2,340 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $111,000 | +12.1% | 2,340 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $99,000 | -13.2% | 2,340 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $114,000 | +6.5% | 2,340 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $107,000 | 0.0% | 2,340 | +100.0% | 0.01% | -11.1% |
Q1 2018 | $107,000 | -2.7% | 1,170 | -1.7% | 0.01% | 0.0% |
Q4 2017 | $110,000 | +4.8% | 1,190 | 0.0% | 0.01% | -10.0% |
Q3 2017 | $105,000 | +5.0% | 1,190 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $100,000 | -53.3% | 1,190 | -54.6% | 0.01% | -52.4% |
Q1 2017 | $214,000 | -0.9% | 2,620 | -7.1% | 0.02% | -8.7% |
Q4 2016 | $216,000 | +2.4% | 2,820 | 0.0% | 0.02% | -4.2% |
Q3 2016 | $211,000 | +4.5% | 2,820 | 0.0% | 0.02% | +4.3% |
Q2 2016 | $202,000 | +5.8% | 2,820 | +6.2% | 0.02% | +4.5% |
Q1 2016 | $191,000 | -1.0% | 2,655 | 0.0% | 0.02% | -4.3% |
Q4 2015 | $193,000 | +4.9% | 2,655 | 0.0% | 0.02% | 0.0% |
Q3 2015 | $184,000 | -8.0% | 2,655 | 0.0% | 0.02% | +4.5% |
Q2 2015 | $200,000 | -2.0% | 2,655 | 0.0% | 0.02% | -4.3% |
Q1 2015 | $204,000 | -0.5% | 2,655 | -1.5% | 0.02% | 0.0% |
Q4 2014 | $205,000 | -1.9% | 2,695 | 0.0% | 0.02% | -4.2% |
Q3 2014 | $209,000 | -1.4% | 2,695 | 0.0% | 0.02% | 0.0% |
Q2 2014 | $212,000 | +1.0% | 2,695 | 0.0% | 0.02% | -4.0% |
Q1 2014 | $210,000 | +1.0% | 2,695 | 0.0% | 0.02% | 0.0% |
Q4 2013 | $208,000 | +7.2% | 2,695 | 0.0% | 0.02% | -3.8% |
Q3 2013 | $194,000 | -7.2% | 2,695 | -12.9% | 0.03% | -13.3% |
Q2 2013 | $209,000 | – | 3,095 | – | 0.03% | – |
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% |