ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 92 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.94 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $712,000 | -13.2% | 16,800 | 0.0% | 0.33% | +9.6% |
| Q3 2018 | $820,000 | +6.5% | 16,800 | 0.0% | 0.30% | +54.9% |
| Q2 2018 | $770,000 | -1.0% | 16,800 | +100.0% | 0.20% | -15.2% |
| Q4 2017 | $778,000 | +5.0% | 8,400 | 0.0% | 0.23% | +1.8% |
| Q3 2017 | $741,000 | +4.7% | 8,400 | 0.0% | 0.23% | +11.3% |
| Q2 2017 | $708,000 | +3.1% | 8,400 | 0.0% | 0.20% | -1.9% |
| Q1 2017 | $687,000 | +6.7% | 8,400 | 0.0% | 0.21% | -5.0% |
| Q4 2016 | $644,000 | +2.2% | 8,400 | 0.0% | 0.22% | -3.1% |
| Q3 2016 | $630,000 | +4.7% | 8,400 | 0.0% | 0.22% | +13.6% |
| Q2 2016 | $602,000 | -0.3% | 8,400 | 0.0% | 0.20% | -8.3% |
| Q1 2016 | $604,000 | -1.3% | 8,400 | 0.0% | 0.22% | +10.2% |
| Q4 2015 | $612,000 | +5.3% | 8,400 | 0.0% | 0.20% | -8.0% |
| Q3 2015 | $581,000 | -8.1% | 8,400 | 0.0% | 0.21% | +16.4% |
| Q2 2015 | $632,000 | -2.2% | 8,400 | 0.0% | 0.18% | -3.2% |
| Q1 2015 | $646,000 | +0.9% | 8,400 | 0.0% | 0.19% | -0.5% |
| Q4 2014 | $640,000 | -1.7% | 8,400 | 0.0% | 0.19% | -12.0% |
| Q3 2014 | $651,000 | -1.5% | 8,400 | 0.0% | 0.22% | +7.5% |
| Q2 2014 | $661,000 | +1.1% | 8,400 | 0.0% | 0.20% | -8.2% |
| Q1 2014 | $654,000 | +0.8% | 8,400 | 0.0% | 0.22% | +5.8% |
| Q4 2013 | $649,000 | +7.5% | 8,400 | 0.0% | 0.21% | +1.5% |
| Q3 2013 | $604,000 | +6.3% | 8,400 | 0.0% | 0.20% | -1.9% |
| Q2 2013 | $568,000 | – | 8,400 | – | 0.21% | – |
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% |