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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $174,000 | +1.2% | 3,518 | 0.0% | 0.06% | -1.5% |
| Q2 2019 | $172,000 | -18.9% | 3,518 | -21.3% | 0.07% | -20.5% |
| Q1 2019 | $212,000 | +12.2% | 4,468 | 0.0% | 0.08% | -5.7% |
| Q4 2018 | $189,000 | -23.2% | 4,468 | -41.4% | 0.09% | -14.6% |
| Q3 2018 | $246,000 | +6.0% | 7,627 | 0.0% | 0.10% | +2.0% |
| Q2 2018 | $232,000 | +1.3% | 7,627 | +41.4% | 0.10% | +94.2% |
| Q1 2018 | $229,000 | -5.4% | 5,393 | 0.0% | 0.05% | -51.9% |
| Q4 2017 | $242,000 | +21.6% | 5,393 | +141.4% | 0.11% | -23.4% |
| Q3 2017 | $199,000 | +5.9% | 2,234 | 0.0% | 0.14% | +45.4% |
| Q2 2017 | $188,000 | +3.9% | 2,234 | 0.0% | 0.10% | +2.1% |
| Q1 2017 | $181,000 | +4.0% | 2,234 | 0.0% | 0.10% | -4.0% |
| Q4 2016 | $174,000 | +4.2% | 2,234 | 0.0% | 0.10% | -3.9% |
| Q3 2016 | $167,000 | – | 2,234 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flagship Private Wealth, LLC | 63,944 | $4,629,597,000 | 3.52% |
| USAdvisors Wealth Management, LLC | 76,831 | $5,454,000 | 2.96% |
| Clear Perspectives Financial Planning, LLC | 61,195 | $4,344,000 | 2.10% |
| Bluesphere Advisors, LLC | 19,435 | $1,380,000 | 1.22% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 39,030 | $2,771,000 | 1.12% |
| 180 WEALTH ADVISORS, LLC | 62,098 | $4,562,000 | 1.04% |
| FAGAN ASSOCIATES, INC. | 51,195 | $3,634,000 | 0.78% |
| Connecticut Wealth Management, LLC | 120,497 | $8,554,000 | 0.75% |
| Capital Advisors, Ltd. LLC | 55,222 | $3,920,000 | 0.70% |
| RDA Financial Network | 18,469 | $1,311,000 | 0.58% |