ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 90 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.53 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $636,000 | +5.1% | 6,865 | 0.0% | 0.01% | -16.7% |
| Q3 2017 | $605,000 | +4.7% | 6,865 | 0.0% | 0.01% | +9.1% |
| Q2 2017 | $578,000 | +9.7% | 6,865 | +6.5% | 0.01% | 0.0% |
| Q1 2017 | $527,000 | +6.5% | 6,449 | 0.0% | 0.01% | +10.0% |
| Q4 2016 | $495,000 | +2.5% | 6,449 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $483,000 | +4.3% | 6,449 | 0.0% | 0.01% | +11.1% |
| Q2 2016 | $463,000 | 0.0% | 6,449 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $463,000 | +104.9% | 6,449 | +108.0% | 0.01% | +125.0% |
| Q4 2015 | $226,000 | +5.1% | 3,100 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $215,000 | -7.7% | 3,100 | 0.0% | 0.00% | -20.0% |
| Q2 2015 | $233,000 | -2.5% | 3,100 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $239,000 | +0.8% | 3,100 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $237,000 | +5.3% | 3,100 | +6.8% | 0.01% | 0.0% |
| Q3 2014 | $225,000 | +66.7% | 2,902 | +69.3% | 0.01% | +66.7% |
| Q2 2014 | $135,000 | +1.5% | 1,714 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $133,000 | +0.8% | 1,714 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $132,000 | +7.3% | 1,714 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $123,000 | +6.0% | 1,714 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $116,000 | – | 1,714 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 42,658 | $1,956,000 | 1.12% |
| BigSur Wealth Management LLC | 32,598 | $1,495,000 | 1.09% |
| Capital Advisors, Ltd. LLC | 63,968 | $2,933,000 | 0.92% |
| ASSETMARK, INC | 1,608,822 | $73,764,000 | 0.72% |
| Carroll Financial Associates, Inc. | 121,248 | $5,559,000 | 0.59% |
| 180 WEALTH ADVISORS, LLC | 17,655 | $809,000 | 0.40% |
| Curbstone Financial Management Corp | 23,300 | $1,068,000 | 0.30% |
| Dorsey & Whitney Trust CO LLC | 36,350 | $1,667,000 | 0.29% |
| GFS Advisors, LLC | 29,000 | $1,330,000 | 0.28% |
| MFA WEALTH ADVISORS, LLC | 7,732 | $374,000 | 0.25% |