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 2023 | $122,874 | +2357.5% | 1,526 | +2019.4% | 0.00% | – |
| 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 ↓ |
|---|---|---|---|
| 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% |