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 2014 | $749,000 | +15.2% | 9,821 | +17.1% | 0.26% | +15.9% |
| Q3 2014 | $650,000 | +11.7% | 8,388 | +13.5% | 0.23% | +12.4% |
| Q2 2014 | $582,000 | -37.1% | 7,390 | -37.8% | 0.20% | +13.5% |
| Q1 2014 | $926,000 | +122.6% | 11,888 | +120.8% | 0.18% | +2.9% |
| Q4 2013 | $416,000 | +49.1% | 5,384 | +38.9% | 0.17% | +22.7% |
| Q3 2013 | $279,000 | +32.2% | 3,877 | +24.0% | 0.14% | 0.0% |
| Q2 2013 | $211,000 | – | 3,127 | – | 0.14% | – |
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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% |