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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $25,000 | 0.0% | 271 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $25,000 | +4.2% | 271 | +1.1% | 0.01% | 0.0% |
| Q3 2017 | $24,000 | +4.3% | 268 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $23,000 | +4.5% | 268 | +1.5% | 0.01% | 0.0% |
| Q1 2017 | $22,000 | +10.0% | 264 | 0.0% | 0.01% | +14.3% |
| Q4 2016 | $20,000 | 0.0% | 264 | +1.1% | 0.01% | 0.0% |
| Q3 2016 | $20,000 | +5.3% | 261 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $19,000 | +5.6% | 261 | +1.6% | 0.01% | 0.0% |
| Q1 2016 | $18,000 | -5.3% | 257 | 0.0% | 0.01% | +16.7% |
| Q4 2015 | $19,000 | -5.0% | 257 | +2.8% | 0.01% | -14.3% |
| Q1 2015 | $20,000 | +5.3% | 250 | 0.0% | 0.01% | +16.7% |
| Q4 2014 | $19,000 | 0.0% | 250 | +1.2% | 0.01% | -14.3% |
| Q3 2014 | $19,000 | – | 247 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 42,658 | $1,956,000 | 1.12% |
| BigSur Wealth Management LLC | 32,598 | $1,495,000 | 1.09% |
| Capital Advisors, Ltd. LLC | 63,968 | $2,933,000 | 0.92% |
| ASSETMARK, INC | 1,608,822 | $73,764,000 | 0.72% |
| Carroll Financial Associates, Inc. | 121,248 | $5,559,000 | 0.59% |
| 180 WEALTH ADVISORS, LLC | 17,655 | $809,000 | 0.40% |
| Curbstone Financial Management Corp | 23,300 | $1,068,000 | 0.30% |
| Dorsey & Whitney Trust CO LLC | 36,350 | $1,667,000 | 0.29% |
| GFS Advisors, LLC | 29,000 | $1,330,000 | 0.28% |
| MFA WEALTH ADVISORS, LLC | 7,732 | $374,000 | 0.25% |