ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 90 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.53 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $709,000 | -51.9% | 9,299 | -51.1% | 0.01% | -51.9% |
| Q3 2014 | $1,475,000 | +403.4% | 19,035 | +407.1% | 0.03% | +350.0% |
| Q1 2014 | $293,000 | -91.5% | 3,754 | -91.6% | 0.01% | -89.5% |
| Q4 2013 | $3,457,000 | +9.8% | 44,767 | +2.3% | 0.06% | -5.0% |
| Q3 2013 | $3,148,000 | +38.1% | 43,748 | +29.7% | 0.06% | +22.4% |
| Q2 2013 | $2,280,000 | – | 33,743 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 783,407 | $46,628,000 | 8.34% |
| Tower Wealth Partners, Inc. | 125,758 | $8,018,000 | 7.61% |
| Flagship Private Wealth, LLC | 84,917 | $5,054,000 | 5.22% |
| Drake & Associates, LLC | 141,757 | $8,437,000 | 4.80% |
| MY Wealth Management Inc. | 54,212 | $3,227,000 | 3.46% |
| Systelligence, LLC | 157,467 | $9,372,000 | 2.87% |
| USAdvisors Wealth Management, LLC | 68,908 | $4,101,000 | 2.10% |
| OneAscent Financial Services LLC | 51,564 | $3,069,000 | 1.22% |
| Barber Financial Group, Inc. | 64,629 | $3,847,000 | 1.12% |
| Bluesphere Advisors, LLC | 18,485 | $1,100,000 | 1.10% |