ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 104 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $634,000 | +407.2% | 8,916 | +408.0% | 0.00% | – |
Q2 2021 | $125,000 | +2400.0% | 1,755 | +2777.0% | 0.00% | – |
Q1 2017 | $5,000 | 0.0% | 61 | 0.0% | 0.00% | – |
Q4 2016 | $5,000 | 0.0% | 61 | 0.0% | 0.00% | – |
Q3 2016 | $5,000 | +25.0% | 61 | 0.0% | 0.00% | – |
Q2 2016 | $4,000 | -88.6% | 61 | -88.0% | 0.00% | – |
Q3 2015 | $35,000 | -7.9% | 510 | 0.0% | 0.00% | – |
Q2 2015 | $38,000 | -2.6% | 510 | 0.0% | 0.00% | – |
Q1 2015 | $39,000 | 0.0% | 510 | 0.0% | 0.00% | – |
Q4 2014 | $39,000 | -88.5% | 510 | -89.3% | 0.00% | – |
Q3 2013 | $339,000 | +5.3% | 4,770 | 0.0% | 0.00% | – |
Q2 2013 | $322,000 | – | 4,770 | – | 0.00% | – |
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% |