ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 125 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |