ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 123 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.73 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $390 | -99.9% | 6,094 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $363,000 | -6.9% | 6,094 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $390,000 | -15.8% | 6,094 | 0.0% | 0.01% | -9.1% |
Q1 2022 | $463,000 | -8.7% | 6,094 | -6.2% | 0.01% | 0.0% |
Q4 2021 | $507,000 | +9.7% | 6,494 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $462,000 | +0.2% | 6,494 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $461,000 | +7.5% | 6,494 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $429,000 | +4.9% | 6,494 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $409,000 | -2.9% | 6,494 | -13.3% | 0.01% | -15.4% |
Q3 2020 | $421,000 | +6.6% | 7,486 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $395,000 | +18.3% | 7,486 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $334,000 | -17.3% | 7,486 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $404,000 | +9.2% | 7,486 | 0.0% | 0.01% | +8.3% |
Q3 2019 | $370,000 | +1.1% | 7,486 | 0.0% | 0.01% | -7.7% |
Q2 2019 | $366,000 | +2.8% | 7,486 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $356,000 | +12.3% | 7,486 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $317,000 | -13.2% | 7,486 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $365,000 | -14.3% | 7,486 | -19.4% | 0.01% | -18.8% |
Q2 2018 | $426,000 | +0.5% | 9,286 | +100.0% | 0.02% | 0.0% |
Q1 2018 | $424,000 | -33.3% | 4,643 | -32.3% | 0.02% | -30.4% |
Q4 2017 | $636,000 | +5.0% | 6,863 | 0.0% | 0.02% | +4.5% |
Q3 2017 | $606,000 | +3.8% | 6,863 | -0.9% | 0.02% | 0.0% |
Q2 2017 | $584,000 | -3.2% | 6,928 | -6.1% | 0.02% | -8.3% |
Q1 2017 | $603,000 | -2.3% | 7,378 | -8.2% | 0.02% | -4.0% |
Q4 2016 | $617,000 | -1.3% | 8,039 | -3.6% | 0.02% | -3.8% |
Q3 2016 | $625,000 | +1.8% | 8,339 | -2.6% | 0.03% | 0.0% |
Q2 2016 | $614,000 | -0.3% | 8,563 | 0.0% | 0.03% | 0.0% |
Q1 2016 | $616,000 | -1.3% | 8,563 | 0.0% | 0.03% | -3.7% |
Q4 2015 | $624,000 | +1.0% | 8,563 | -4.1% | 0.03% | -3.6% |
Q3 2015 | $618,000 | -8.0% | 8,928 | 0.0% | 0.03% | 0.0% |
Q2 2015 | $672,000 | -2.2% | 8,928 | 0.0% | 0.03% | -6.7% |
Q1 2015 | $687,000 | +1.0% | 8,928 | 0.0% | 0.03% | +3.4% |
Q4 2014 | $680,000 | +4.1% | 8,928 | +5.9% | 0.03% | 0.0% |
Q3 2014 | $653,000 | -1.7% | 8,432 | 0.0% | 0.03% | 0.0% |
Q2 2014 | $664,000 | +2.0% | 8,432 | 0.0% | 0.03% | -3.3% |
Q1 2014 | $651,000 | -2.5% | 8,432 | -2.4% | 0.03% | -3.2% |
Q4 2013 | $668,000 | +34.7% | 8,642 | +25.4% | 0.03% | +19.2% |
Q3 2013 | $496,000 | +6.4% | 6,892 | 0.0% | 0.03% | +4.0% |
Q2 2013 | $466,000 | – | 6,892 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tower Wealth Partners, Inc. | 125,195 | $9,522,332 | 7.63% |
Flagship Private Wealth, LLC | 104,021 | $7,911,798 | 6.55% |
Kaye Capital Management | 169,207 | $12,869,909 | 6.26% |
Amplius Wealth Advisors, LLC | 559,845 | $42,581,811 | 5.74% |
Drake & Associates, LLC | 147,883 | $11,248,008 | 5.03% |
Asset Allocation Strategies LLC | 124,134 | $9,441,607 | 4.46% |
Bluesphere Advisors, LLC | 80,538 | $6,125,720 | 4.27% |
WADDELL & ASSOCIATES, LLC | 378,252 | $28,769,870 | 4.22% |
Beaumont Financial Advisors, LLC | 420,546 | $31,986,696 | 2.95% |
Per Stirling Capital Management, LLC. | 186,553 | $14,189,193 | 2.89% |