ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 269 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $206,000 | -1.4% | 3,276 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $209,000 | -17.4% | 3,276 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $253,000 | -9.3% | 3,276 | 0.0% | 0.01% | -15.4% |
| Q4 2021 | $279,000 | +7.7% | 3,276 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $259,000 | -9.1% | 3,276 | -6.8% | 0.01% | -12.5% |
| Q2 2021 | $285,000 | -7.2% | 3,516 | -10.1% | 0.02% | -23.8% |
| Q1 2021 | $307,000 | -29.9% | 3,912 | -35.4% | 0.02% | -32.3% |
| Q4 2020 | $438,000 | +10.9% | 6,060 | +267.3% | 0.03% | -3.1% |
| Q3 2020 | $395,000 | +6.8% | 1,650 | 0.0% | 0.03% | +3.2% |
| Q2 2020 | $370,000 | +15.3% | 1,650 | -8.4% | 0.03% | 0.0% |
| Q1 2020 | $321,000 | -25.3% | 1,801 | -0.3% | 0.03% | -6.1% |
| Q4 2019 | $430,000 | +14.1% | 1,806 | +7.1% | 0.03% | +6.5% |
| Q3 2019 | $377,000 | -3.8% | 1,686 | -2.6% | 0.03% | -3.1% |
| Q2 2019 | $392,000 | +1.3% | 1,731 | -2.1% | 0.03% | -13.5% |
| Q1 2019 | $387,000 | +71.2% | 1,768 | +69.0% | 0.04% | +60.9% |
| Q4 2018 | $226,000 | -7.4% | 1,046 | 0.0% | 0.02% | +9.5% |
| Q3 2018 | $244,000 | +3.0% | 1,046 | -0.8% | 0.02% | -4.5% |
| Q2 2018 | $237,000 | +3.0% | 1,054 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $230,000 | +0.9% | 1,054 | 0.0% | 0.02% | +4.8% |
| Q4 2017 | $228,000 | +5.6% | 1,054 | -1.1% | 0.02% | -4.5% |
| Q3 2017 | $216,000 | -1.8% | 1,066 | -4.7% | 0.02% | -4.3% |
| Q2 2017 | $220,000 | +7.8% | 1,119 | +5.0% | 0.02% | +4.5% |
| Q1 2017 | $204,000 | -3.3% | 1,066 | -11.6% | 0.02% | -12.0% |
| Q3 2016 | $211,000 | +3.4% | 1,206 | 0.0% | 0.02% | +4.2% |
| Q2 2016 | $204,000 | 0.0% | 1,206 | -4.0% | 0.02% | -4.0% |
| Q1 2016 | $204,000 | +1.0% | 1,256 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $202,000 | -3.8% | 1,256 | -6.1% | 0.02% | -13.8% |
| Q3 2015 | $210,000 | -9.9% | 1,337 | -2.9% | 0.03% | 0.0% |
| Q2 2015 | $233,000 | -1.3% | 1,377 | 0.0% | 0.03% | -3.3% |
| Q1 2015 | $236,000 | +7.3% | 1,377 | 0.0% | 0.03% | +11.1% |
| Q4 2014 | $220,000 | +2.3% | 1,377 | -2.8% | 0.03% | -3.6% |
| Q3 2014 | $215,000 | – | 1,417 | – | 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% |