ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 51 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $262,000 | +14.4% | 3,939 | +9.6% | 0.02% | -19.0% |
| Q3 2017 | $229,000 | -33.8% | 3,593 | -45.0% | 0.02% | +950.0% |
| Q3 2016 | $346,000 | +31.1% | 6,534 | +25.2% | 0.00% | +100.0% |
| Q2 2016 | $264,000 | -46.5% | 5,217 | -47.2% | 0.00% | -50.0% |
| Q1 2016 | $493,000 | +40.5% | 9,879 | +39.2% | 0.00% | 0.0% |
| Q1 2015 | $351,000 | +5.1% | 7,096 | +6.2% | 0.00% | +100.0% |
| Q4 2014 | $334,000 | +0.9% | 6,683 | -4.8% | 0.00% | 0.0% |
| Q3 2014 | $331,000 | -61.5% | 7,022 | -60.9% | 0.00% | -75.0% |
| Q2 2014 | $859,000 | +161.9% | 17,969 | +151.9% | 0.00% | +300.0% |
| Q1 2014 | $328,000 | -41.2% | 7,133 | -45.2% | 0.00% | -50.0% |
| Q3 2013 | $558,000 | – | 13,012 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Harbor Wealth Advisors, Inc. | 105,897 | $9,660,000 | 3.15% |
| Empowered Funds, LLC | 140,591 | $12,825,000 | 1.40% |
| MARTIN & CO INC /TN/ | 39,976 | $3,647,000 | 0.93% |
| Capital Advisory Group Advisory Services, LLC | 9,092 | $829,000 | 0.38% |
| SOUTHERN CAPITAL ADVISORS, LLC | 5,766 | $526,000 | 0.36% |
| Retirement Planning Co of New England, Inc. | 5,158 | $470,000 | 0.27% |
| Hills Bank & Trust Co | 18,328 | $1,672,000 | 0.24% |
| Smith Anglin Financial, LLC | 9,946 | $907,000 | 0.21% |
| SP Asset Management | 20,223 | $1,845,000 | 0.20% |
| Wealth Management Solutions, LLC | 2,786 | $254,000 | 0.13% |