ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 105 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $33,000 | -17.5% | 750 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $40,000 | +8.1% | 750 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $37,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $37,000 | +2.8% | 750 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $36,000 | +12.5% | 750 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $32,000 | -13.5% | 750 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $37,000 | +8.8% | 750 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $34,000 | 0.0% | 750 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $34,000 | -2.9% | 375 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $35,000 | +6.1% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $33,000 | +3.1% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $32,000 | +3.2% | 375 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $31,000 | +6.9% | 375 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $29,000 | +3.6% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $28,000 | +3.7% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $27,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $27,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $27,000 | +3.8% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $26,000 | -7.1% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $28,000 | -3.4% | 375 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $29,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $29,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $29,000 | -3.3% | 375 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $30,000 | +3.4% | 375 | 0.0% | 0.00% | +50.0% |
| Q1 2014 | $29,000 | 0.0% | 375 | 0.0% | 0.00% | -33.3% |
| Q4 2013 | $29,000 | +7.4% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $27,000 | +8.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $25,000 | – | 375 | – | 0.00% | – |
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% |