ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 97 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.69 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $320,000 | -11.6% | 6,840 | +1.9% | 0.20% | +6.3% |
| Q4 2019 | $362,000 | +5.8% | 6,713 | -5.3% | 0.19% | -5.0% |
| Q3 2019 | $342,000 | -3.7% | 7,086 | -1.7% | 0.20% | +1.0% |
| Q2 2019 | $355,000 | -0.6% | 7,206 | -4.0% | 0.20% | -4.8% |
| Q1 2019 | $357,000 | +4.4% | 7,504 | -6.9% | 0.21% | -10.4% |
| Q4 2018 | $342,000 | -2.8% | 8,058 | +10.4% | 0.23% | +15.5% |
| Q3 2018 | $352,000 | +12.1% | 7,297 | +112.2% | 0.20% | +0.5% |
| Q2 2018 | $314,000 | 0.0% | 3,438 | 0.0% | 0.20% | +2.6% |
| Q1 2018 | $314,000 | +11.0% | 3,438 | +12.5% | 0.19% | +12.8% |
| Q4 2017 | $283,000 | +14.1% | 3,055 | +8.7% | 0.17% | +10.3% |
| Q3 2017 | $248,000 | +3.8% | 2,810 | -1.2% | 0.16% | +0.6% |
| Q2 2017 | $239,000 | +2.1% | 2,843 | -0.6% | 0.16% | -0.6% |
| Q1 2017 | $234,000 | -6.0% | 2,859 | -12.0% | 0.16% | -9.3% |
| Q4 2016 | $249,000 | +6.0% | 3,250 | +3.5% | 0.17% | -6.5% |
| Q3 2016 | $235,000 | -89.9% | 3,139 | -90.7% | 0.18% | -91.2% |
| Q4 2015 | $2,336,000 | – | 33,913 | – | 2.09% | – |
Download | ||||||
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% |