ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 97 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.69 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823,657 | -2.9% | 11,246 | +0.8% | 0.02% | 0.0% |
| Q2 2023 | $848,449 | +8.4% | 11,155 | -0.1% | 0.02% | 0.0% |
| Q1 2023 | $782,570 | +8.2% | 11,170 | -1.1% | 0.02% | +6.2% |
| Q4 2022 | $723,253 | +6.4% | 11,292 | -1.1% | 0.02% | 0.0% |
| Q3 2022 | $680,000 | -66.3% | 11,423 | -63.7% | 0.02% | -62.8% |
| Q2 2022 | $2,015,000 | +134.0% | 31,446 | +177.7% | 0.04% | +168.8% |
| Q1 2022 | $861,000 | -1.6% | 11,325 | +1.0% | 0.02% | +6.7% |
| Q4 2021 | $875,000 | +8.2% | 11,214 | -1.4% | 0.02% | 0.0% |
| Q3 2021 | $809,000 | +0.5% | 11,370 | +0.2% | 0.02% | +7.1% |
| Q2 2021 | $805,000 | +10.0% | 11,346 | +2.4% | 0.01% | -6.7% |
| Q1 2021 | $732,000 | +5.0% | 11,085 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $697,000 | +10.3% | 11,085 | -1.3% | 0.02% | -6.2% |
| Q3 2020 | $632,000 | +6.6% | 11,227 | -0.1% | 0.02% | +6.7% |
| Q2 2020 | $593,000 | +18.1% | 11,235 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $502,000 | -27.1% | 11,235 | -12.0% | 0.02% | -11.8% |
| Q4 2019 | $689,000 | +24.6% | 12,773 | +14.2% | 0.02% | +13.3% |
| Q3 2019 | $553,000 | +1.3% | 11,180 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $546,000 | +2.6% | 11,180 | -0.1% | 0.02% | +7.1% |
| Q1 2019 | $532,000 | +0.2% | 11,188 | -10.8% | 0.01% | -17.6% |
| Q4 2018 | $531,000 | -20.6% | 12,541 | -8.5% | 0.02% | 0.0% |
| Q3 2018 | $669,000 | -3.6% | 13,701 | -9.5% | 0.02% | -10.5% |
| Q2 2018 | $694,000 | -0.6% | 15,135 | +98.0% | 0.02% | +5.6% |
| Q1 2018 | $698,000 | -2.6% | 7,645 | -1.2% | 0.02% | 0.0% |
| Q4 2017 | $717,000 | +5.6% | 7,736 | +0.4% | 0.02% | 0.0% |
| Q3 2017 | $679,000 | +10.9% | 7,702 | +6.0% | 0.02% | +5.9% |
| Q2 2017 | $612,000 | +2.3% | 7,269 | -0.6% | 0.02% | 0.0% |
| Q1 2017 | $598,000 | -7.6% | 7,314 | -13.3% | 0.02% | -10.5% |
| Q4 2016 | $647,000 | +1.9% | 8,434 | -0.5% | 0.02% | 0.0% |
| Q3 2016 | $635,000 | -2.2% | 8,477 | -6.4% | 0.02% | 0.0% |
| Q2 2016 | $649,000 | -2.8% | 9,052 | -2.6% | 0.02% | -5.0% |
| Q1 2016 | $668,000 | -8.5% | 9,297 | -7.3% | 0.02% | -9.1% |
| Q4 2015 | $730,000 | +2.7% | 10,028 | -2.4% | 0.02% | 0.0% |
| Q3 2015 | $711,000 | -9.5% | 10,275 | -1.7% | 0.02% | 0.0% |
| Q2 2015 | $786,000 | -22.3% | 10,452 | -20.6% | 0.02% | -21.4% |
| Q1 2015 | $1,012,000 | -21.7% | 13,157 | -22.4% | 0.03% | -24.3% |
| Q4 2014 | $1,293,000 | -0.4% | 16,962 | +1.2% | 0.04% | -5.1% |
| Q3 2014 | $1,298,000 | +5.2% | 16,756 | +6.9% | 0.04% | +5.4% |
| Q2 2014 | $1,234,000 | -2.8% | 15,676 | -3.9% | 0.04% | -2.6% |
| Q1 2014 | $1,270,000 | +1.4% | 16,311 | +0.6% | 0.04% | -5.0% |
| Q4 2013 | $1,252,000 | +1.5% | 16,218 | -5.4% | 0.04% | -7.0% |
| Q3 2013 | $1,233,000 | +3.4% | 17,140 | -2.9% | 0.04% | -6.5% |
| Q2 2013 | $1,192,000 | – | 17,645 | – | 0.05% | – |
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% |