ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 101 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.38 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 ↓ |
|---|---|---|---|
| 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% |