ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 95 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 2.24 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 ↓ |
|---|---|---|---|
| Crumly & Associates Inc. | 92,396 | $4,984,000 | 5.16% |
| Fluent Financial, LLC | 122,766 | $6,622,000 | 4.06% |
| Systelligence, LLC | 129,455 | $6,983,000 | 2.56% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 45,972 | $2,480,000 | 1.63% |
| 180 WEALTH ADVISORS, LLC | 59,209 | $3,252,000 | 1.30% |
| Connecticut Wealth Management, LLC | 195,562 | $10,549,000 | 1.16% |
| BigSur Wealth Management LLC | 36,600 | $1,974,000 | 1.12% |
| Capital Advisors, Ltd. LLC | 50,910 | $2,746,000 | 0.70% |
| Carroll Financial Associates, Inc. | 140,577 | $7,582,000 | 0.60% |
| HOWARD WEALTH MANAGEMENT, LLC | 11,643 | $628,000 | 0.52% |