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 | ||||
---|---|---|---|---|---|---|
Q4 2018 | $201,000 | -13.0% | 4,752 | 0.0% | 0.09% | +7.1% |
Q3 2018 | $231,000 | +6.0% | 4,752 | 0.0% | 0.08% | +10.4% |
Q2 2018 | $218,000 | +0.5% | 4,752 | +100.0% | 0.08% | -2.5% |
Q1 2018 | $217,000 | +2.8% | 2,376 | +4.4% | 0.08% | +3.9% |
Q4 2017 | $211,000 | +5.0% | 2,276 | 0.0% | 0.08% | -2.6% |
Q3 2017 | $201,000 | -3.8% | 2,276 | -8.1% | 0.08% | -8.2% |
Q2 2017 | $209,000 | +3.5% | 2,476 | 0.0% | 0.08% | -3.4% |
Q1 2017 | $202,000 | – | 2,476 | – | 0.09% | – |
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% |