ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 296 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $3,039,000 | +14.6% | 19,041 | +8.7% | 0.05% | +10.2% |
| Q3 2014 | $2,652,000 | +156.0% | 17,513 | +165.3% | 0.05% | +157.9% |
| Q2 2014 | $1,036,000 | +19.4% | 6,601 | +16.2% | 0.02% | +11.8% |
| Q1 2014 | $868,000 | -9.9% | 5,680 | -11.5% | 0.02% | +6.2% |
| Q4 2013 | $963,000 | +71.7% | 6,419 | +59.2% | 0.02% | +45.5% |
| Q3 2013 | $561,000 | +77.0% | 4,031 | +63.8% | 0.01% | +57.1% |
| Q2 2013 | $317,000 | – | 2,461 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 321,469 | $26,016,000 | 7.81% |
| Broadview Financial Management, LLC | 112,808 | $9,130,000 | 6.88% |
| Pensionmark Financial Group, LLC | 340,856 | $27,586,000 | 6.31% |
| Sterling Financial Planning, Inc. | 115,597 | $9,355,000 | 6.08% |
| Willis Johnson & Associates, Inc. | 440,494 | $35,649,000 | 5.05% |
| SRS Capital Advisors, Inc. | 447,189 | $36,191,000 | 4.93% |
| Hudson Capital Management LLC | 149,830 | $11,894,000 | 4.93% |
| Salomon & Ludwin, LLC | 337,052 | $27,278,000 | 4.28% |
| First Citizens Financial Corp | 67,206 | $5,439,000 | 4.11% |
| Ifrah Financial Services, Inc. | 166,674 | $13,489,000 | 3.86% |