ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 97 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.69 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 ↓ |
|---|---|---|---|
| Crumly & Associates Inc. | 92,396 | $4,984,000 | 5.16% |
| Fluent Financial, LLC | 122,766 | $6,622,000 | 4.06% |
| Systelligence, LLC | 129,455 | $6,983,000 | 2.56% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 45,972 | $2,480,000 | 1.63% |
| 180 WEALTH ADVISORS, LLC | 59,209 | $3,252,000 | 1.30% |
| Connecticut Wealth Management, LLC | 195,562 | $10,549,000 | 1.16% |
| BigSur Wealth Management LLC | 36,600 | $1,974,000 | 1.12% |
| Capital Advisors, Ltd. LLC | 50,910 | $2,746,000 | 0.70% |
| Carroll Financial Associates, Inc. | 140,577 | $7,582,000 | 0.60% |
| HOWARD WEALTH MANAGEMENT, LLC | 11,643 | $628,000 | 0.52% |