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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $5,000 | +150.0% | 72 | +242.9% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | -50.0% | 21 | -60.4% | 0.00% | -100.0% |
| Q3 2016 | $4,000 | -42.9% | 53 | -41.1% | 0.00% | -50.0% |
| Q4 2015 | $7,000 | +16.7% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | -98.4% | 90 | -98.2% | 0.00% | -98.2% |
| Q2 2015 | $370,000 | -1.6% | 4,878 | +1.5% | 0.11% | +4.8% |
| Q1 2015 | $376,000 | +3.6% | 4,808 | 0.0% | 0.10% | -8.0% |
| Q4 2014 | $363,000 | -7.6% | 4,808 | -5.2% | 0.11% | -21.5% |
| Q3 2014 | $393,000 | -1.3% | 5,071 | +0.3% | 0.14% | -14.3% |
| Q2 2014 | $398,000 | +2.6% | 5,058 | +1.5% | 0.17% | -16.0% |
| Q1 2014 | $388,000 | -2.0% | 4,984 | -2.7% | 0.20% | +0.5% |
| Q4 2013 | $396,000 | – | 5,122 | – | 0.20% | – |
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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% |