ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 118 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,564,000 | +9.1% | 29,000 | 0.0% | 0.41% | +2.2% |
| Q3 2019 | $1,434,000 | +1.3% | 29,000 | 0.0% | 0.40% | -0.7% |
| Q2 2019 | $1,416,000 | +2.7% | 29,000 | 0.0% | 0.40% | -1.5% |
| Q1 2019 | $1,379,000 | +12.1% | 29,000 | 0.0% | 0.41% | +24.3% |
| Q4 2018 | $1,230,000 | -13.1% | 29,000 | 0.0% | 0.33% | -8.9% |
| Q3 2018 | $1,415,000 | +6.4% | 29,000 | 0.0% | 0.36% | +30.3% |
| Q2 2018 | $1,330,000 | +0.5% | 29,000 | +100.0% | 0.28% | +1.1% |
| Q1 2018 | $1,323,000 | -1.5% | 14,500 | 0.0% | 0.27% | -5.8% |
| Q4 2017 | $1,343,000 | +5.0% | 14,500 | 0.0% | 0.29% | +1.0% |
| Q3 2017 | $1,279,000 | +4.8% | 14,500 | 0.0% | 0.29% | +8.7% |
| Q2 2017 | $1,221,000 | +3.0% | 14,500 | 0.0% | 0.26% | +8.6% |
| Q1 2017 | $1,185,000 | +2.3% | 14,500 | -4.0% | 0.24% | 0.0% |
| Q4 2016 | $1,158,000 | +2.3% | 15,100 | 0.0% | 0.24% | -2.8% |
| Q3 2016 | $1,132,000 | +4.5% | 15,100 | 0.0% | 0.25% | -4.2% |
| Q2 2016 | $1,083,000 | -0.3% | 15,100 | 0.0% | 0.26% | +3175.0% |
| Q1 2016 | $1,086,000 | -4.1% | 15,100 | -2.9% | 0.01% | -97.6% |
| Q4 2015 | $1,133,000 | – | 15,550 | – | 0.34% | – |
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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% |