ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 296 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $207,000 | -1.0% | 959 | -7.0% | 0.02% | -4.5% |
| Q3 2017 | $209,000 | -95.2% | 1,031 | -95.3% | 0.02% | -95.5% |
| Q2 2017 | $4,335,000 | +5.4% | 22,050 | +2.4% | 0.49% | -7.1% |
| Q1 2017 | $4,113,000 | +3.8% | 21,542 | -0.9% | 0.53% | -2.2% |
| Q4 2016 | $3,961,000 | -1.6% | 21,739 | -5.6% | 0.54% | -11.4% |
| Q3 2016 | $4,025,000 | +1.6% | 23,033 | -1.7% | 0.61% | -1.6% |
| Q2 2016 | $3,962,000 | +5.2% | 23,429 | +1.1% | 0.62% | +9.1% |
| Q1 2016 | $3,767,000 | -3.5% | 23,166 | -4.5% | 0.57% | -8.8% |
| Q4 2015 | $3,905,000 | +1.2% | 24,263 | -1.3% | 0.63% | +1.6% |
| Q3 2015 | $3,860,000 | -7.0% | 24,571 | +0.3% | 0.62% | -8.6% |
| Q2 2015 | $4,152,000 | +2.2% | 24,498 | +3.4% | 0.68% | +2.0% |
| Q1 2015 | $4,062,000 | +7.7% | 23,684 | +0.2% | 0.66% | +2.3% |
| Q4 2014 | $3,773,000 | -17.5% | 23,630 | -21.7% | 0.65% | -15.0% |
| Q3 2014 | $4,572,000 | +23.8% | 30,185 | +28.4% | 0.76% | +9.3% |
| Q2 2014 | $3,692,000 | +8.4% | 23,501 | +5.5% | 0.70% | +1.0% |
| Q1 2014 | $3,406,000 | +3.2% | 22,271 | +1.4% | 0.69% | -1.7% |
| Q4 2013 | $3,300,000 | -15.7% | 21,971 | -21.9% | 0.70% | +3.9% |
| Q3 2013 | $3,915,000 | +70.6% | 28,141 | +58.0% | 0.68% | +6.6% |
| Q2 2013 | $2,295,000 | – | 17,816 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,052,555 | $66,332,000 | 7.61% |
| Capital Directions Investment Advisors, LLC | 0 | $19,140,000 | 7.34% |
| Broadview Financial Management, LLC | 111,935 | $7,054,161 | 7.07% |
| Sterling Financial Planning, Inc. | 133,936 | $8,441,000 | 5.92% |
| Pensionmark Financial Group, LLC | 359,276 | $22,642,000 | 5.38% |
| Hudson Capital Management LLC | 163,891 | $10,328,000 | 5.14% |
| Tanglewood Wealth Management, Inc. | 485,614 | $30,603,000 | 4.62% |
| Willis Johnson & Associates, Inc. | 501,093 | $31,579,000 | 4.60% |
| Main Management LLC | 555,088 | $34,982,000 | 4.32% |
| First Citizens Financial Corp | 67,838 | $4,275,000 | 4.21% |