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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $203,000 | 0.0% | 3,759 | -8.3% | 0.01% | 0.0% |
| Q3 2019 | $203,000 | +1.5% | 4,099 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $200,000 | -9.5% | 4,099 | -21.8% | 0.01% | -22.2% |
| Q4 2018 | $221,000 | -22.5% | 5,244 | -9.8% | 0.01% | -10.0% |
| Q3 2018 | $285,000 | -9.8% | 5,814 | -15.5% | 0.01% | -16.7% |
| Q2 2018 | $316,000 | +1.3% | 6,884 | +100.0% | 0.01% | 0.0% |
| Q1 2018 | $312,000 | -3.1% | 3,442 | -0.8% | 0.01% | -7.7% |
| Q4 2017 | $322,000 | -1.2% | 3,470 | -6.1% | 0.01% | -7.1% |
| Q3 2017 | $326,000 | +17.7% | 3,695 | +12.1% | 0.01% | +16.7% |
| Q2 2017 | $277,000 | +19.9% | 3,295 | +9.7% | 0.01% | 0.0% |
| Q4 2016 | $231,000 | +2.7% | 3,005 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $225,000 | +10.3% | 3,005 | +6.1% | 0.01% | +9.1% |
| Q2 2016 | $204,000 | 0.0% | 2,832 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $204,000 | -85.0% | 2,832 | -84.7% | 0.01% | -84.3% |
| Q4 2015 | $1,357,000 | -3.3% | 18,543 | -8.5% | 0.07% | -9.1% |
| Q3 2015 | $1,404,000 | -34.6% | 20,273 | -29.0% | 0.08% | -19.8% |
| Q2 2015 | $2,147,000 | +37.8% | 28,557 | +41.4% | 0.10% | -6.8% |
| Q1 2015 | $1,558,000 | +206.7% | 20,199 | +203.9% | 0.10% | +178.4% |
| Q4 2014 | $508,000 | – | 6,647 | – | 0.04% | – |
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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% |