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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $852,000 | -4.2% | 11,651 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $889,000 | +9.9% | 11,651 | +0.8% | 0.00% | 0.0% |
| Q1 2023 | $809,000 | +9.3% | 11,561 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $740,000 | +7.4% | 11,598 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $689,000 | -6.6% | 11,548 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $738,000 | -17.9% | 11,548 | -2.1% | 0.00% | 0.0% |
| Q1 2022 | $899,000 | -1.2% | 11,796 | +1.3% | 0.00% | 0.0% |
| Q4 2021 | $910,000 | +30.6% | 11,646 | +18.8% | 0.00% | 0.0% |
| Q3 2021 | $697,000 | +0.4% | 9,802 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $694,000 | +5.3% | 9,790 | -1.9% | 0.00% | 0.0% |
| Q1 2021 | $659,000 | -11.7% | 9,976 | -15.8% | 0.00% | -33.3% |
| Q4 2020 | $746,000 | +271.1% | 11,846 | +341.9% | 0.00% | +50.0% |
| Q3 2016 | $201,000 | -12.6% | 2,681 | -16.3% | 0.00% | +100.0% |
| Q1 2016 | $230,000 | -14.5% | 3,203 | -13.5% | 0.00% | -66.7% |
| Q4 2015 | $269,000 | +2.3% | 3,703 | -1.9% | 0.00% | 0.0% |
| Q3 2015 | $263,000 | -19.6% | 3,775 | -13.0% | 0.00% | -40.0% |
| Q2 2015 | $327,000 | -4.1% | 4,338 | -2.3% | 0.01% | 0.0% |
| Q1 2015 | $341,000 | +15.6% | 4,439 | +14.7% | 0.01% | 0.0% |
| Q4 2014 | $295,000 | -6.3% | 3,871 | -4.8% | 0.01% | 0.0% |
| Q3 2014 | $315,000 | -1.9% | 4,065 | -0.2% | 0.01% | -16.7% |
| Q2 2014 | $321,000 | +1.3% | 4,073 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $317,000 | – | 4,073 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tower Wealth Partners, Inc. | 125,195 | $9,522,332 | 7.63% |
| Flagship Private Wealth, LLC | 104,021 | $7,911,798 | 6.55% |
| Kaye Capital Management | 169,207 | $12,869,909 | 6.26% |
| Amplius Wealth Advisors, LLC | 559,845 | $42,581,811 | 5.74% |
| Drake & Associates, LLC | 147,883 | $11,248,008 | 5.03% |
| Asset Allocation Strategies LLC | 124,134 | $9,441,607 | 4.46% |
| Bluesphere Advisors, LLC | 80,538 | $6,125,720 | 4.27% |
| WADDELL & ASSOCIATES, LLC | 378,252 | $28,769,870 | 4.22% |
| Beaumont Financial Advisors, LLC | 420,546 | $31,986,696 | 2.95% |
| Per Stirling Capital Management, LLC. | 186,553 | $14,189,193 | 2.89% |