ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 95 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $32,364,000 | -1.3% | 450 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $32,774,000 | +5.3% | 450 | 0.0% | 0.02% | -4.3% |
| Q3 2015 | $31,136,000 | -8.1% | 450 | 0.0% | 0.02% | -4.2% |
| Q2 2015 | $33,867,000 | -2.2% | 450 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $34,614,000 | +0.9% | 450 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $34,299,000 | -1.6% | 450 | 0.0% | 0.02% | -4.0% |
| Q3 2014 | $34,862,000 | -1.6% | 450 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $35,433,000 | +1.1% | 450 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $35,036,000 | – | 450 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 783,407 | $46,628,000 | 8.34% |
| Tower Wealth Partners, Inc. | 125,758 | $8,018,000 | 7.61% |
| Flagship Private Wealth, LLC | 84,917 | $5,054,000 | 5.22% |
| Drake & Associates, LLC | 141,757 | $8,437,000 | 4.80% |
| MY Wealth Management Inc. | 54,212 | $3,227,000 | 3.46% |
| Systelligence, LLC | 157,467 | $9,372,000 | 2.87% |
| USAdvisors Wealth Management, LLC | 68,908 | $4,101,000 | 2.10% |
| OneAscent Financial Services LLC | 51,564 | $3,069,000 | 1.22% |
| Barber Financial Group, Inc. | 64,629 | $3,847,000 | 1.12% |
| Bluesphere Advisors, LLC | 18,485 | $1,100,000 | 1.10% |