ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 276 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.23 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $934,000 | +7.7% | 3,909 | +1.0% | 1.04% | +105.7% |
| Q2 2020 | $867,000 | +16.7% | 3,869 | -7.1% | 0.51% | +1.6% |
| Q1 2020 | $743,000 | -22.9% | 4,164 | +2.8% | 0.50% | +7.1% |
| Q4 2019 | $964,000 | +6.3% | 4,049 | -0.1% | 0.46% | +1.1% |
| Q3 2019 | $907,000 | -1.6% | 4,053 | -0.5% | 0.46% | -8.9% |
| Q2 2019 | $922,000 | +1.7% | 4,073 | -1.6% | 0.50% | +3.3% |
| Q1 2019 | $907,000 | +13.9% | 4,138 | -0.6% | 0.49% | +5.8% |
| Q4 2018 | $796,000 | -16.5% | 4,161 | +1.7% | 0.46% | +35.5% |
| Q3 2018 | $953,000 | +2.8% | 4,092 | -0.8% | 0.34% | -4.2% |
| Q2 2018 | $927,000 | +2.8% | 4,125 | -0.2% | 0.36% | +64.1% |
| Q1 2018 | $902,000 | -1.7% | 4,132 | -2.9% | 0.22% | -1.4% |
| Q4 2017 | $918,000 | +2.1% | 4,255 | -4.2% | 0.22% | +3.8% |
| Q3 2017 | $899,000 | +2.6% | 4,443 | -0.3% | 0.21% | -1.9% |
| Q2 2017 | $876,000 | -1.9% | 4,455 | -4.7% | 0.22% | -2.7% |
| Q1 2017 | $893,000 | -17.3% | 4,676 | -21.1% | 0.22% | -23.7% |
| Q4 2016 | $1,080,000 | -6.2% | 5,925 | -10.1% | 0.29% | -9.3% |
| Q3 2016 | $1,151,000 | +6.3% | 6,588 | +2.9% | 0.32% | +109.8% |
| Q2 2016 | $1,083,000 | -5.7% | 6,403 | -9.4% | 0.15% | -1.9% |
| Q1 2016 | $1,149,000 | -7.6% | 7,068 | -8.5% | 0.16% | -3.7% |
| Q4 2015 | $1,243,000 | -13.6% | 7,723 | -15.7% | 0.16% | -29.6% |
| Q3 2015 | $1,439,000 | -11.7% | 9,160 | -4.7% | 0.23% | -1.3% |
| Q2 2015 | $1,629,000 | -2.3% | 9,610 | -1.1% | 0.23% | -36.2% |
| Q1 2015 | $1,667,000 | -6.1% | 9,717 | -12.6% | 0.36% | -9.7% |
| Q4 2014 | $1,776,000 | -11.1% | 11,123 | -15.6% | 0.40% | +2.5% |
| Q3 2014 | $1,997,000 | -15.6% | 13,183 | -12.5% | 0.39% | -2.7% |
| Q2 2014 | $2,367,000 | -1.0% | 15,070 | -3.6% | 0.40% | +4.1% |
| Q1 2014 | $2,391,000 | +2.3% | 15,634 | +0.5% | 0.39% | -2.0% |
| Q4 2013 | $2,337,000 | +5.7% | 15,560 | -2.1% | 0.40% | -8.9% |
| Q3 2013 | $2,211,000 | -0.5% | 15,891 | -7.9% | 0.44% | -3.8% |
| Q2 2013 | $2,223,000 | – | 17,255 | – | 0.45% | – |
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% |