ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 350 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $800,000 | -10.6% | 3,712 | -16.5% | 0.08% | +62.7% |
| Q3 2017 | $895,000 | +8.6% | 4,448 | +6.6% | 0.05% | 0.0% |
| Q2 2017 | $824,000 | +45.1% | 4,172 | +40.1% | 0.05% | +30.8% |
| Q1 2017 | $568,000 | +75.9% | 2,977 | +69.0% | 0.04% | +62.5% |
| Q4 2016 | $323,000 | +4.2% | 1,762 | -0.3% | 0.02% | 0.0% |
| Q3 2016 | $310,000 | +17.0% | 1,767 | +13.5% | 0.02% | +9.1% |
| Q2 2016 | $265,000 | -8.0% | 1,557 | -12.5% | 0.02% | -18.5% |
| Q1 2016 | $288,000 | +10.8% | 1,779 | +10.4% | 0.03% | -18.2% |
| Q4 2015 | $260,000 | -14.5% | 1,611 | -16.4% | 0.03% | -5.7% |
| Q3 2015 | $304,000 | +11.4% | 1,928 | +19.4% | 0.04% | +9.4% |
| Q2 2015 | $273,000 | +9.2% | 1,615 | +10.8% | 0.03% | +6.7% |
| Q1 2015 | $250,000 | +6.8% | 1,457 | +0.3% | 0.03% | -3.2% |
| Q4 2014 | $234,000 | +6.4% | 1,452 | 0.0% | 0.03% | +6.9% |
| Q3 2014 | $220,000 | -6.8% | 1,452 | -3.0% | 0.03% | -14.7% |
| Q2 2014 | $236,000 | +15.1% | 1,497 | +4.7% | 0.03% | -10.5% |
| Q1 2014 | $205,000 | -5.1% | 1,430 | 0.0% | 0.04% | -2.6% |
| Q4 2013 | $216,000 | +3.3% | 1,430 | -4.5% | 0.04% | -22.0% |
| Q3 2013 | $209,000 | – | 1,497 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,052,555 | $66,332,000 | 7.61% |
| Capital Directions Investment Advisors, LLC | 0 | $19,140,000 | 7.34% |
| Broadview Financial Management, LLC | 111,935 | $7,054,161 | 7.07% |
| Sterling Financial Planning, Inc. | 133,936 | $8,441,000 | 5.92% |
| Pensionmark Financial Group, LLC | 359,276 | $22,642,000 | 5.38% |
| Hudson Capital Management LLC | 163,891 | $10,328,000 | 5.14% |
| Tanglewood Wealth Management, Inc. | 485,614 | $30,603,000 | 4.62% |
| Willis Johnson & Associates, Inc. | 501,093 | $31,579,000 | 4.60% |
| Main Management LLC | 555,088 | $34,982,000 | 4.32% |
| First Citizens Financial Corp | 67,838 | $4,275,000 | 4.21% |