ISHARES TR's ticker is IBDJ and the CUSIP is 46434VAR1. A total of 32 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,508,000 | -3.7% | 60,769 | -3.6% | 0.01% | -10.0% |
| Q2 2017 | $1,566,000 | +5.2% | 63,024 | +5.2% | 0.01% | 0.0% |
| Q1 2017 | $1,488,000 | +85.8% | 59,890 | +85.8% | 0.01% | +66.7% |
| Q4 2016 | $801,000 | +51.1% | 32,225 | +51.3% | 0.01% | +50.0% |
| Q3 2016 | $530,000 | +4.7% | 21,302 | +5.1% | 0.00% | 0.0% |
| Q2 2016 | $506,000 | +56.2% | 20,259 | +55.8% | 0.00% | +33.3% |
| Q1 2016 | $324,000 | – | 13,001 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TELEMUS CAPITAL, LLC | 148,395 | $3,694,000 | 0.41% |
| Wolf Group Capital Advisors | 9,355 | $233,000 | 0.16% |
| Private Advisor Group, LLC | 157,578 | $3,926,000 | 0.16% |
| FOSTER & MOTLEY INC | 27,130 | $675,000 | 0.13% |
| Brookstone Capital Management | 47,202 | $1,175,000 | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 414,433 | $10,315,000 | 0.10% |
| Whitegate Investment Counselors, Inc. | 11,200 | $279,000 | 0.08% |
| Integrated Wealth Management | 8,428 | $210,000 | 0.08% |
| COURIER CAPITAL LLC | 12,400 | $309,000 | 0.06% |
| Guidant Wealth Advisors | 3,221 | $80,000 | 0.05% |