Cutter & CO Brokerage, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 490 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cutter & CO Brokerage, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$242,000
-20.1%
1,017
-24.7%
0.08%
-12.4%
Q3 2019$303,000
-25.2%
1,351
-24.6%
0.10%
-24.2%
Q2 2019$405,000
-2.2%
1,791
-5.2%
0.13%
+8.5%
Q1 2019$414,000
+17.9%
1,890
+2.9%
0.12%
-11.3%
Q4 2018$351,000
-29.5%
1,837
-14.1%
0.13%
-21.8%
Q3 2018$498,000
+39.5%
2,139
+34.5%
0.17%
+23.2%
Q2 2018$357,000
+8.5%
1,590
+5.6%
0.14%
+6.2%
Q1 2018$329,000
-2.9%
1,505
-4.3%
0.13%
-6.5%
Q4 2017$339,000
+6.9%
1,572
+0.3%
0.14%
+10.3%
Q3 2017$317,000
-13.2%
1,567
-15.6%
0.13%
-11.9%
Q2 2017$365,000
+9.3%
1,856
+6.1%
0.14%
+3.6%
Q1 2017$334,000
+5.0%
1,750
+0.2%
0.14%
+4.5%
Q4 2016$318,000
-35.5%
1,747
-38.0%
0.13%
-38.6%
Q3 2016$493,000
+52.6%
2,819
+47.5%
0.22%
+55.8%
Q2 2016$323,000
-32.1%
1,911
-34.7%
0.14%
-37.3%
Q1 2016$476,000
-30.5%
2,928
-31.2%
0.22%
-31.2%
Q4 2015$685,000
-24.5%
4,257
-26.3%
0.32%
-28.3%
Q3 2015$907,000
+10.1%
5,774
+18.8%
0.45%
+36.0%
Q2 2015$824,000
+38.7%
4,859
+40.2%
0.33%
+35.5%
Q1 2015$594,000
+147.5%
3,466
+130.6%
0.24%
+165.9%
Q4 2014$240,0001,5030.09%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders