ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 321 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.37 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $256,000 | +5.3% | 1,602 | 0.0% | 0.02% | -4.2% |
| Q3 2014 | $243,000 | -15.3% | 1,602 | -12.3% | 0.02% | -22.6% |
| Q2 2014 | $287,000 | +2.9% | 1,826 | 0.0% | 0.03% | -11.4% |
| Q1 2014 | $279,000 | -20.3% | 1,826 | -21.7% | 0.04% | -25.5% |
| Q4 2013 | $350,000 | +16.3% | 2,332 | +7.9% | 0.05% | 0.0% |
| Q3 2013 | $301,000 | – | 2,162 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quantitative Advantage, LLC | 353,079 | $60,557,000 | 15.41% |
| Capital Directions Investment Advisors, LLC | 230,237 | $38,949,000 | 12.86% |
| LVZ, Inc. | 65,564 | $11,245,000 | 6.54% |
| Simplicity Solutions, LLC | 29,562 | $5,070,000 | 6.01% |
| FIRST MERCHANTS CORP | 105,032 | $18,014,000 | 5.56% |
| AFFINITY WEALTH MANAGEMENT LLC | 52,842 | $9,063,000 | 5.33% |
| Perkins Coie Trust Co | 39,951 | $6,852,000 | 5.27% |
| Concorde Asset Management, LLC | 26,063 | $4,470,000 | 5.10% |
| FIRST HAWAIIAN BANK | 161,991 | $27,783,000 | 4.48% |
| Capital Advisors, Ltd. LLC | 48,564 | $8,329,000 | 4.32% |