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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $296,000 | -26.7% | 6,450 | +45.8% | 0.24% | -27.7% |
| Q1 2018 | $404,000 | -1.5% | 4,425 | 0.0% | 0.33% | +10.4% |
| Q4 2017 | $410,000 | +5.1% | 4,425 | 0.0% | 0.30% | -0.3% |
| Q3 2017 | $390,000 | +15.0% | 4,425 | -6.3% | 0.30% | +29.0% |
| Q2 2016 | $339,000 | -0.3% | 4,725 | 0.0% | 0.23% | +4.1% |
| Q1 2016 | $340,000 | +5.6% | 4,725 | +6.8% | 0.22% | +4.2% |
| Q4 2015 | $322,000 | -1.5% | 4,425 | -6.3% | 0.21% | -7.8% |
| Q3 2015 | $327,000 | – | 4,725 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 783,407 | $46,628,000 | 8.34% |
| Tower Wealth Partners, Inc. | 125,758 | $8,018,000 | 7.61% |
| Flagship Private Wealth, LLC | 84,917 | $5,054,000 | 5.22% |
| Drake & Associates, LLC | 141,757 | $8,437,000 | 4.80% |
| MY Wealth Management Inc. | 54,212 | $3,227,000 | 3.46% |
| Systelligence, LLC | 157,467 | $9,372,000 | 2.87% |
| USAdvisors Wealth Management, LLC | 68,908 | $4,101,000 | 2.10% |
| OneAscent Financial Services LLC | 51,564 | $3,069,000 | 1.22% |
| Barber Financial Group, Inc. | 64,629 | $3,847,000 | 1.12% |
| Bluesphere Advisors, LLC | 18,485 | $1,100,000 | 1.10% |