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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $670,000 | -32.1% | 8,741 | -33.6% | 0.02% | -35.3% |
| Q3 2016 | $987,000 | +8.9% | 13,165 | +4.2% | 0.03% | +3.0% |
| Q2 2016 | $906,000 | -27.7% | 12,639 | -27.4% | 0.03% | -37.7% |
| Q1 2016 | $1,253,000 | -44.2% | 17,420 | -43.5% | 0.05% | -48.0% |
| Q4 2015 | $2,244,000 | +59.5% | 30,812 | +51.5% | 0.10% | -7.3% |
| Q3 2015 | $1,407,000 | -32.2% | 20,337 | -26.3% | 0.11% | -25.7% |
| Q2 2015 | $2,076,000 | +17.4% | 27,585 | +20.0% | 0.15% | +19.4% |
| Q1 2015 | $1,769,000 | +275.6% | 22,992 | +271.9% | 0.12% | +143.1% |
| Q4 2014 | $471,000 | -32.4% | 6,182 | -31.3% | 0.05% | -39.3% |
| Q3 2014 | $697,000 | +28.6% | 9,001 | +30.8% | 0.08% | +16.7% |
| Q2 2014 | $542,000 | -49.2% | 6,882 | -49.7% | 0.07% | -6.5% |
| Q1 2014 | $1,066,000 | +79.2% | 13,686 | +77.7% | 0.08% | -15.4% |
| Q4 2013 | $595,000 | +101.7% | 7,703 | +87.7% | 0.09% | +75.0% |
| Q3 2013 | $295,000 | +46.0% | 4,104 | +37.3% | 0.05% | +26.8% |
| Q2 2013 | $202,000 | – | 2,990 | – | 0.04% | – |
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% |