ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 382 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $230,000 | +7.5% | 1,050 | -6.2% | 0.14% | -5.3% |
| Q4 2018 | $214,000 | -24.6% | 1,120 | -8.2% | 0.15% | -15.7% |
| Q3 2018 | $284,000 | +3.6% | 1,220 | 0.0% | 0.18% | -2.2% |
| Q2 2018 | $274,000 | +3.0% | 1,220 | 0.0% | 0.18% | +4.0% |
| Q1 2018 | $266,000 | -11.9% | 1,220 | -12.9% | 0.18% | -11.2% |
| Q4 2017 | $302,000 | +6.7% | 1,400 | 0.0% | 0.20% | +4.2% |
| Q3 2017 | $283,000 | +2.9% | 1,400 | 0.0% | 0.19% | +1.6% |
| Q2 2017 | $275,000 | +3.0% | 1,400 | 0.0% | 0.19% | -0.5% |
| Q1 2017 | $267,000 | +4.7% | 1,400 | 0.0% | 0.19% | -2.6% |
| Q4 2016 | $255,000 | +4.1% | 1,400 | 0.0% | 0.19% | -5.4% |
| Q3 2016 | $245,000 | +3.4% | 1,400 | 0.0% | 0.20% | -1.0% |
| Q2 2016 | $237,000 | +3.9% | 1,400 | 0.0% | 0.20% | -2.4% |
| Q1 2016 | $228,000 | +1.3% | 1,400 | 0.0% | 0.21% | +3.4% |
| Q4 2015 | $225,000 | +2.3% | 1,400 | 0.0% | 0.20% | -5.6% |
| Q3 2015 | $220,000 | -7.2% | 1,400 | 0.0% | 0.22% | -0.5% |
| Q2 2015 | $237,000 | -1.2% | 1,400 | 0.0% | 0.22% | -0.9% |
| Q1 2015 | $240,000 | – | 1,400 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Centerpoint Advisors, LLC | 67,506 | $14,739,000 | 12.84% |
| Capital Directions Investment Advisors, LLC | 143,579 | $31,348,000 | 9.85% |
| Broadview Financial Management, LLC | 42,034 | $9,177,000 | 9.06% |
| Pinnacle Family Advisors, LLC | 63,881 | $13,947,000 | 7.96% |
| Howard Capital Management Inc. | 203,248 | $44,375,000 | 5.60% |
| Monument Capital Management | 34,181 | $7,280,000 | 4.98% |
| Perkins Coie Trust Co | 44,164 | $9,642,000 | 4.79% |
| LVZ, Inc. | 71,563 | $15,624,000 | 4.24% |
| Capital Advisors, Ltd. LLC | 58,064 | $12,677,000 | 4.10% |
| Starfire Investment Advisers, Inc. | 32,269 | $7,045,000 | 3.67% |