ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 92 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.75 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $214,439 | +2.6% | 3,348 | -4.6% | 0.00% | 0.0% |
| Q3 2022 | $209,000 | -5.0% | 3,510 | +2.4% | 0.00% | 0.0% |
| Q2 2022 | $220,000 | -15.1% | 3,427 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $259,000 | -5.5% | 3,408 | -2.9% | 0.00% | 0.0% |
| Q4 2021 | $274,000 | -9.6% | 3,508 | -17.5% | 0.00% | -50.0% |
| Q3 2021 | $303,000 | +2.4% | 4,253 | +1.9% | 0.00% | +100.0% |
| Q2 2021 | $296,000 | +7.2% | 4,174 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $276,000 | +4.5% | 4,174 | -0.5% | 0.00% | 0.0% |
| Q4 2020 | $264,000 | +11.9% | 4,194 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $236,000 | +3.1% | 4,194 | -3.5% | 0.00% | 0.0% |
| Q2 2020 | $229,000 | +10.1% | 4,344 | -6.7% | 0.00% | 0.0% |
| Q1 2020 | $208,000 | -24.6% | 4,654 | -9.1% | 0.00% | 0.0% |
| Q4 2019 | $276,000 | +7.4% | 5,120 | -1.3% | 0.00% | 0.0% |
| Q3 2019 | $257,000 | -24.6% | 5,190 | -25.8% | 0.00% | 0.0% |
| Q2 2019 | $341,000 | -15.6% | 6,990 | -17.8% | 0.00% | -33.3% |
| Q1 2019 | $404,000 | +9.5% | 8,502 | -2.3% | 0.00% | 0.0% |
| Q4 2018 | $369,000 | -11.3% | 8,704 | +2.2% | 0.00% | 0.0% |
| Q3 2018 | $416,000 | +6.7% | 8,514 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $390,000 | -5.3% | 8,514 | +88.5% | 0.00% | 0.0% |
| Q1 2018 | $412,000 | +7.6% | 4,517 | +9.5% | 0.00% | 0.0% |
| Q4 2017 | $383,000 | +13.3% | 4,126 | +7.6% | 0.00% | 0.0% |
| Q3 2017 | $338,000 | +3.4% | 3,836 | -1.1% | 0.00% | 0.0% |
| Q2 2017 | $327,000 | +8.6% | 3,880 | +5.4% | 0.00% | 0.0% |
| Q1 2017 | $301,000 | +7.1% | 3,680 | +0.5% | 0.00% | 0.0% |
| Q4 2016 | $281,000 | +2.6% | 3,660 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $274,000 | +4.2% | 3,660 | +0.4% | 0.00% | 0.0% |
| Q2 2016 | $263,000 | +0.4% | 3,646 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $262,000 | -1.5% | 3,646 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $266,000 | +5.6% | 3,646 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $252,000 | -7.4% | 3,646 | +1.0% | 0.00% | 0.0% |
| Q2 2015 | $272,000 | -1.8% | 3,610 | +3.1% | 0.00% | 0.0% |
| Q1 2015 | $277,000 | -49.5% | 3,500 | -51.4% | 0.00% | -25.0% |
| Q4 2014 | $548,000 | +96.4% | 7,200 | +100.0% | 0.00% | -20.0% |
| Q3 2014 | $279,000 | -0.4% | 3,600 | 0.0% | 0.01% | -16.7% |
| Q1 2014 | $280,000 | +3.7% | 3,600 | +2.9% | 0.01% | -33.3% |
| Q4 2013 | $270,000 | – | 3,500 | – | 0.01% | – |
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% |