ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 92 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 1.54 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $8,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 112 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $7,000 | +16.7% | 112 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -44.4% | 112 | -32.5% | 0.00% | -25.0% |
| Q4 2019 | $9,000 | +12.5% | 166 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 166 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -12.5% | 166 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 166 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $8,000 | 0.0% | 166 | +100.0% | 0.01% | -44.4% |
| Q1 2018 | $8,000 | 0.0% | 83 | 0.0% | 0.01% | +80.0% |
| Q4 2017 | $8,000 | +14.3% | 83 | 0.0% | 0.01% | +25.0% |
| Q3 2017 | $7,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | 0.0% | 83 | 0.0% | 0.00% | -20.0% |
| Q1 2017 | $7,000 | +16.7% | 83 | 0.0% | 0.01% | +25.0% |
| Q4 2016 | $6,000 | -62.5% | 83 | -61.9% | 0.00% | -63.6% |
| Q3 2016 | $16,000 | 0.0% | 218 | 0.0% | 0.01% | -8.3% |
| Q2 2016 | $16,000 | -33.3% | 218 | -34.5% | 0.01% | -36.8% |
| Q1 2016 | $24,000 | +4.3% | 333 | 0.0% | 0.02% | +72.7% |
| Q3 2015 | $23,000 | -25.8% | 333 | -19.4% | 0.01% | -26.7% |
| Q2 2015 | $31,000 | -3.1% | 413 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $32,000 | 0.0% | 413 | 0.0% | 0.02% | -16.7% |
| Q4 2014 | $32,000 | – | 413 | – | 0.02% | – |
Download | ||||||
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% |