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 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 ↓ |
|---|---|---|---|
| Tower Wealth Partners, Inc. | 126,838 | $9,289,615 | 7.64% |
| Flagship Private Wealth, LLC | 108,359 | $7,936,178 | 6.99% |
| Kaye Capital Management | 171,178 | $12,537,067 | 5.75% |
| Amplius Wealth Advisors, LLC | 582,238 | $42,644,216 | 5.72% |
| Drake & Associates, LLC | 149,797 | $10,971,159 | 4.97% |
| Asset Allocation Strategies LLC | 134,037 | $9,816,860 | 4.53% |
| Bluesphere Advisors, LLC | 82,884 | $6,070,424 | 4.37% |
| WADDELL & ASSOCIATES, LLC | 391,819 | $28,696,857 | 4.20% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 90,723 | $6,644,553 | 3.19% |
| Beaumont Financial Advisors, LLC | 396,033 | $29,005,443 | 2.90% |