ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 92 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.75 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $3,150,000 | +10.4% | 35,707 | +5.4% | 0.02% | +5.6% |
| Q2 2017 | $2,854,000 | +8.3% | 33,889 | +5.1% | 0.02% | 0.0% |
| Q1 2017 | $2,635,000 | +13.0% | 32,236 | +6.1% | 0.02% | +5.9% |
| Q4 2016 | $2,331,000 | +13.9% | 30,378 | +11.3% | 0.02% | +6.2% |
| Q3 2016 | $2,047,000 | +22.5% | 27,306 | +17.2% | 0.02% | +14.3% |
| Q2 2016 | $1,671,000 | -3.4% | 23,304 | -3.1% | 0.01% | -6.7% |
| Q1 2016 | $1,729,000 | -3.9% | 24,047 | -2.6% | 0.02% | -11.8% |
| Q4 2015 | $1,799,000 | +9.6% | 24,697 | +4.1% | 0.02% | 0.0% |
| Q3 2015 | $1,641,000 | -9.1% | 23,717 | -1.2% | 0.02% | -5.6% |
| Q2 2015 | $1,806,000 | +3.4% | 23,995 | +5.6% | 0.02% | 0.0% |
| Q1 2015 | $1,747,000 | +9.1% | 22,717 | +8.1% | 0.02% | 0.0% |
| Q4 2014 | $1,601,000 | +10.9% | 21,008 | +12.7% | 0.02% | 0.0% |
| Q3 2014 | $1,444,000 | -1.2% | 18,642 | +0.4% | 0.02% | 0.0% |
| Q2 2014 | $1,462,000 | +4.5% | 18,565 | +3.3% | 0.02% | -5.3% |
| Q1 2014 | $1,399,000 | +12.8% | 17,970 | +11.9% | 0.02% | +5.6% |
| Q4 2013 | $1,240,000 | +19.5% | 16,054 | +11.3% | 0.02% | +5.9% |
| Q3 2013 | $1,038,000 | +58.7% | 14,428 | +49.1% | 0.02% | +41.7% |
| Q2 2013 | $654,000 | – | 9,675 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 1,021,764 | $77,705,000 | 11.95% |
| Flagship Private Wealth, LLC | 75,224 | $5,721,000 | 4.69% |
| MY Wealth Management Inc. | 54,083 | $4,113,000 | 3.81% |
| USAdvisors Wealth Management, LLC | 72,807 | $5,537,000 | 2.36% |
| Clear Perspectives Financial Planning, LLC | 55,500 | $4,221,000 | 1.60% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 32,307 | $2,457,000 | 1.46% |
| Bluesphere Advisors, LLC | 17,770 | $1,351,000 | 1.14% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 40,730 | $3,098,000 | 1.13% |
| 180 WEALTH ADVISORS, LLC | 59,680 | $4,451,000 | 0.97% |
| FAGAN ASSOCIATES, INC. | 52,460 | $3,990,000 | 0.82% |