ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 90 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.53 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,511,000 | +73.3% | 18,491 | +59.0% | 0.04% | +100.0% |
| Q3 2016 | $872,000 | +71.7% | 11,632 | +64.2% | 0.02% | +90.9% |
| Q2 2016 | $508,000 | -27.1% | 7,084 | -26.9% | 0.01% | -45.0% |
| Q1 2016 | $697,000 | -41.4% | 9,685 | -43.7% | 0.02% | +5.3% |
| Q3 2015 | $1,190,000 | +456.1% | 17,201 | +505.9% | 0.02% | +375.0% |
| Q2 2015 | $214,000 | -83.0% | 2,839 | -82.6% | 0.00% | -84.6% |
| Q1 2015 | $1,258,000 | -14.5% | 16,352 | -13.9% | 0.03% | -7.1% |
| Q3 2014 | $1,471,000 | +215.0% | 18,983 | +216.5% | 0.03% | +366.7% |
| Q1 2014 | $467,000 | -6.8% | 5,997 | -7.5% | 0.01% | 0.0% |
| Q4 2013 | $501,000 | +137.4% | 6,485 | +121.2% | 0.01% | +100.0% |
| Q3 2013 | $211,000 | – | 2,932 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 904,790 | $87,380,599 | 9.72% |
| WADDELL & ASSOCIATES, LLC | 667,847 | $64,500,675 | 8.49% |
| Tower Wealth Partners, Inc. | 122,982 | $11,877,602 | 7.33% |
| Flagship Private Wealth, LLC | 122,310 | $11,812,696 | 6.99% |
| Kaye Capital Management | 165,885 | $16,021,164 | 6.75% |
| Asset Allocation Strategies LLC | 168,274 | $16,252,517 | 5.46% |
| BRASS TAX WEALTH MANAGEMENT, INC | 157,002 | $15,163,306 | 5.43% |
| Drake & Associates, LLC | 157,002 | $15,163,306 | 5.43% |
| Bluesphere Advisors, LLC | 82,444 | $7,962,442 | 4.06% |
| Per Stirling Capital Management, LLC. | 183,078 | $17,681,672 | 2.85% |