ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 97 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $328,000 | +1.2% | 6,634 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $324,000 | -6.9% | 6,634 | -9.4% | 0.00% | 0.0% |
| Q1 2019 | $348,000 | +23.8% | 7,322 | +10.4% | 0.00% | 0.0% |
| Q4 2018 | $281,000 | -13.3% | 6,634 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $324,000 | +6.6% | 6,634 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $304,000 | +0.3% | 6,634 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $303,000 | -82.0% | 3,317 | -81.7% | 0.00% | -80.0% |
| Q4 2017 | $1,679,000 | +10.7% | 18,136 | +5.5% | 0.01% | +11.1% |
| Q3 2017 | $1,517,000 | +8.0% | 17,192 | +3.1% | 0.01% | 0.0% |
| Q2 2017 | $1,404,000 | +134.0% | 16,667 | +127.1% | 0.01% | +125.0% |
| Q1 2017 | $600,000 | +51.5% | 7,338 | +41.9% | 0.00% | +100.0% |
| Q4 2016 | $396,000 | +3.1% | 5,173 | +0.7% | 0.00% | 0.0% |
| Q3 2016 | $384,000 | +20.8% | 5,137 | +15.5% | 0.00% | 0.0% |
| Q2 2016 | $318,000 | +28.2% | 4,448 | +28.7% | 0.00% | 0.0% |
| Q1 2016 | $248,000 | +21.0% | 3,455 | +21.0% | 0.00% | +100.0% |
| Q3 2013 | $205,000 | – | 2,855 | – | 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% |