ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 351 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 2.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,303 | +5.4% | 6,095 | +9.4% | 0.03% | +10.0% |
| Q2 2023 | $417,750 | -15.2% | 5,570 | -19.1% | 0.03% | -18.9% |
| Q1 2023 | $492,347 | +4.7% | 6,885 | 0.0% | 0.04% | +2.8% |
| Q4 2022 | $470,246 | +8.4% | 6,885 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $434,000 | -8.8% | 6,885 | -7.8% | 0.04% | 0.0% |
| Q2 2022 | $476,000 | -17.5% | 7,470 | 0.0% | 0.04% | -7.7% |
| Q1 2022 | $577,000 | -9.4% | 7,470 | 0.0% | 0.04% | -4.9% |
| Q4 2021 | $637,000 | +9.6% | 7,470 | +1.8% | 0.04% | +2.5% |
| Q3 2021 | $581,000 | -2.2% | 7,340 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $594,000 | +3.3% | 7,340 | 0.0% | 0.04% | -4.8% |
| Q1 2021 | $575,000 | -4.8% | 7,340 | -12.2% | 0.04% | -10.6% |
| Q4 2020 | $604,000 | +20.8% | 8,360 | +300.0% | 0.05% | +9.3% |
| Q3 2020 | $500,000 | +6.8% | 2,090 | 0.0% | 0.04% | +2.4% |
| Q2 2020 | $468,000 | +22.5% | 2,090 | -2.3% | 0.04% | +2.4% |
| Q1 2020 | $382,000 | -10.5% | 2,140 | +19.2% | 0.04% | +5.1% |
| Q4 2019 | $427,000 | +6.2% | 1,795 | 0.0% | 0.04% | -2.5% |
| Q3 2019 | $402,000 | +10.1% | 1,795 | +11.1% | 0.04% | +21.2% |
| Q2 2019 | $365,000 | +3.1% | 1,615 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $354,000 | +14.6% | 1,615 | 0.0% | 0.03% | +3.1% |
| Q4 2018 | $309,000 | -17.8% | 1,615 | 0.0% | 0.03% | -8.6% |
| Q3 2018 | $376,000 | +20.9% | 1,615 | +16.6% | 0.04% | +12.9% |
| Q2 2018 | $311,000 | +3.0% | 1,385 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $302,000 | -5.9% | 1,385 | -6.7% | 0.03% | -3.1% |
| Q4 2017 | $321,000 | -1.5% | 1,485 | -7.8% | 0.03% | -20.0% |
| Q3 2017 | $326,000 | -9.2% | 1,610 | -11.8% | 0.04% | -14.9% |
| Q2 2017 | $359,000 | +3.2% | 1,825 | 0.0% | 0.05% | +2.2% |
| Q1 2017 | $348,000 | +4.5% | 1,825 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $333,000 | +49.3% | 1,825 | +43.1% | 0.05% | +43.8% |
| Q3 2016 | $223,000 | +3.2% | 1,275 | 0.0% | 0.03% | +3.2% |
| Q2 2016 | $216,000 | +4.3% | 1,275 | 0.0% | 0.03% | +3.3% |
| Q1 2016 | $207,000 | – | 1,275 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 48,834 | $3,868,629 | 3.59% |
| Dentgroup LLC | 6,245 | $494,721 | 0.44% |
| Harbour Capital Advisors, LLC | 10,180 | $783,046 | 0.22% |
| Bromfield Sneider Wealth Advisors | 2,984 | $236,389 | 0.16% |
| Montecito Bank & Trust | 8,946 | $708,702 | 0.15% |
| DOLIVER ADVISORS, LP | 5,486 | $434,601 | 0.13% |
| BENNETT SELBY INVESTMENTS LP | 3,210 | $254,296 | 0.13% |
| High Net Worth Advisory Group LLC | 3,080 | $243,998 | 0.09% |
| FC Advisory LLC | 2,732 | $216,413 | 0.08% |
| Founders Capital Management | 1,126 | $89,202 | 0.06% |