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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $6,450,000 | +15.6% | 73,108 | +10.4% | 0.06% | +14.0% |
| Q2 2017 | $5,580,000 | -30.3% | 66,243 | -32.4% | 0.05% | -29.6% |
| Q1 2017 | $8,008,000 | +4.4% | 97,966 | -2.0% | 0.07% | +10.9% |
| Q4 2016 | $7,672,000 | +91.7% | 100,000 | +87.3% | 0.06% | +52.4% |
| Q3 2016 | $4,002,000 | -51.9% | 53,394 | -54.0% | 0.04% | -28.8% |
| Q2 2016 | $8,325,000 | -27.0% | 116,119 | -26.8% | 0.06% | -28.0% |
| Q1 2016 | $11,406,000 | +491.6% | 158,589 | +469.2% | 0.08% | +583.3% |
| Q3 2015 | $1,928,000 | +150.4% | 27,860 | +175.8% | 0.01% | +200.0% |
| Q4 2014 | $770,000 | +478.9% | 10,100 | +497.6% | 0.00% | +300.0% |
| Q2 2014 | $133,000 | -60.8% | 1,690 | -61.2% | 0.00% | 0.0% |
| Q1 2014 | $339,000 | -72.9% | 4,352 | -73.1% | 0.00% | -80.0% |
| Q4 2013 | $1,250,000 | -28.3% | 16,177 | -33.3% | 0.01% | -28.6% |
| Q3 2013 | $1,744,000 | +822.8% | 24,248 | +764.8% | 0.01% | +600.0% |
| Q2 2013 | $189,000 | – | 2,804 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crumly & Associates Inc. | 92,396 | $4,984,000 | 5.16% |
| Fluent Financial, LLC | 122,766 | $6,622,000 | 4.06% |
| Systelligence, LLC | 129,455 | $6,983,000 | 2.56% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 45,972 | $2,480,000 | 1.63% |
| 180 WEALTH ADVISORS, LLC | 59,209 | $3,252,000 | 1.30% |
| Connecticut Wealth Management, LLC | 195,562 | $10,549,000 | 1.16% |
| BigSur Wealth Management LLC | 36,600 | $1,974,000 | 1.12% |
| Capital Advisors, Ltd. LLC | 50,910 | $2,746,000 | 0.70% |
| Carroll Financial Associates, Inc. | 140,577 | $7,582,000 | 0.60% |
| HOWARD WEALTH MANAGEMENT, LLC | 11,643 | $628,000 | 0.52% |