ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 97 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $234,000 | -10.3% | 3,261 | -10.2% | 0.08% | -9.4% |
| Q1 2016 | $261,000 | -1.1% | 3,630 | 0.0% | 0.08% | -5.6% |
| Q4 2015 | $264,000 | +8.2% | 3,630 | +2.7% | 0.09% | -3.2% |
| Q3 2015 | $244,000 | -8.3% | 3,533 | 0.0% | 0.09% | -1.1% |
| Q2 2015 | $266,000 | -2.2% | 3,533 | 0.0% | 0.09% | 0.0% |
| Q1 2015 | $272,000 | +2.3% | 3,533 | +1.3% | 0.09% | -1.1% |
| Q4 2014 | $266,000 | -1.5% | 3,488 | 0.0% | 0.10% | -7.8% |
| Q3 2014 | $270,000 | -1.8% | 3,488 | 0.0% | 0.10% | +1.0% |
| Q2 2014 | $275,000 | +1.1% | 3,488 | 0.0% | 0.10% | -2.9% |
| Q1 2014 | $272,000 | +1.1% | 3,488 | 0.0% | 0.10% | -0.9% |
| Q4 2013 | $269,000 | +8.0% | 3,488 | 0.0% | 0.11% | -2.8% |
| Q3 2013 | $249,000 | +5.5% | 3,488 | 0.0% | 0.11% | +0.9% |
| Q2 2013 | $236,000 | – | 3,488 | – | 0.11% | – |
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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% |