ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 92 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.92 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | -50.0% | 23 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q2 2017 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q1 2017 | $2,000 | -100.0% | 23 | -100.0% | 0.00% | -100.0% |
| Q4 2016 | $10,914,000 | +2.4% | 142,259 | +0.0% | 0.46% | +3.8% |
| Q3 2016 | $10,661,000 | -36.1% | 142,223 | -38.9% | 0.44% | -37.3% |
| Q2 2016 | $16,679,000 | -5.2% | 232,653 | -4.9% | 0.71% | -5.8% |
| Q1 2016 | $17,596,000 | -12.0% | 244,653 | -10.9% | 0.75% | -12.9% |
| Q4 2015 | $20,005,000 | +7.1% | 274,689 | +1.8% | 0.87% | +6.4% |
| Q3 2015 | $18,674,000 | -12.9% | 269,889 | -5.3% | 0.81% | -1.7% |
| Q2 2015 | $21,438,000 | -20.8% | 284,853 | -19.1% | 0.83% | -18.9% |
| Q1 2015 | $27,067,000 | -39.8% | 351,889 | -40.4% | 1.02% | -40.3% |
| Q4 2014 | $44,976,000 | -6.4% | 590,089 | -4.8% | 1.71% | -6.4% |
| Q3 2014 | $48,033,000 | -1.6% | 620,030 | 0.0% | 1.83% | +0.7% |
| Q2 2014 | $48,822,000 | +1.1% | 620,030 | 0.0% | 1.81% | -2.5% |
| Q1 2014 | $48,275,000 | -0.1% | 620,030 | -0.9% | 1.86% | -0.2% |
| Q4 2013 | $48,329,000 | +7.8% | 625,700 | +0.4% | 1.86% | +3.2% |
| Q3 2013 | $44,833,000 | -1.0% | 623,200 | -7.0% | 1.81% | -5.0% |
| Q2 2013 | $45,271,000 | – | 670,100 | – | 1.90% | – |
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% |