ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 123 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - 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% | – |
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% |