ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 142 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,025,000 | +15.8% | 18,997 | +6.0% | 0.01% | 0.0% |
| Q3 2019 | $885,000 | -3.2% | 17,914 | -4.3% | 0.01% | 0.0% |
| Q2 2019 | $914,000 | -3.1% | 18,723 | -5.5% | 0.01% | -12.5% |
| Q1 2019 | $943,000 | +10.4% | 19,812 | -1.7% | 0.01% | 0.0% |
| Q4 2018 | $854,000 | -10.5% | 20,149 | +3.1% | 0.01% | -20.0% |
| Q3 2018 | $954,000 | +11.2% | 19,537 | +4.4% | 0.01% | -16.7% |
| Q2 2018 | $858,000 | -14.2% | 18,722 | +71.1% | 0.01% | -14.3% |
| Q1 2018 | $1,000,000 | -5.5% | 10,944 | -4.1% | 0.01% | 0.0% |
| Q4 2017 | $1,058,000 | +2.9% | 11,415 | -2.1% | 0.01% | -12.5% |
| Q3 2017 | $1,028,000 | -15.5% | 11,657 | -19.3% | 0.02% | -23.8% |
| Q2 2017 | $1,217,000 | -9.9% | 14,445 | -12.5% | 0.02% | -22.2% |
| Q1 2017 | $1,350,000 | +1.8% | 16,510 | -4.5% | 0.03% | -10.0% |
| Q4 2016 | $1,326,000 | -6.9% | 17,284 | -8.9% | 0.03% | -11.8% |
| Q3 2016 | $1,424,000 | -22.1% | 18,979 | -25.7% | 0.03% | -29.2% |
| Q2 2016 | $1,827,000 | – | 25,539 | – | 0.05% | – |
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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% |