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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $821,000 | -4.6% | 4,859 | -8.2% | 0.16% | -8.2% |
| Q1 2016 | $861,000 | -1.6% | 5,295 | -2.6% | 0.17% | +0.6% |
| Q4 2015 | $875,000 | +0.7% | 5,439 | -1.7% | 0.17% | -2.3% |
| Q3 2015 | $869,000 | -26.9% | 5,532 | -21.1% | 0.17% | -20.2% |
| Q2 2015 | $1,188,000 | +2.1% | 7,012 | +3.4% | 0.22% | +0.9% |
| Q1 2015 | $1,163,000 | +11.2% | 6,784 | +3.5% | 0.22% | +8.5% |
| Q4 2014 | $1,046,000 | +0.1% | 6,557 | -5.0% | 0.20% | -2.9% |
| Q3 2014 | $1,045,000 | +1.6% | 6,905 | +5.4% | 0.20% | +23.5% |
| Q2 2014 | $1,029,000 | +5.1% | 6,553 | +2.3% | 0.17% | -21.3% |
| Q1 2014 | $979,000 | -0.9% | 6,405 | -2.7% | 0.21% | -8.3% |
| Q4 2013 | $988,000 | +14.2% | 6,581 | +5.8% | 0.23% | +2.7% |
| Q3 2013 | $865,000 | +17.4% | 6,223 | +8.8% | 0.22% | -0.4% |
| Q2 2013 | $737,000 | – | 5,722 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 99,800 | $23,870,000 | 13.73% |
| Capital Directions Investment Advisors, LLC | 101,320 | $24,234,000 | 9.17% |
| Broadview Financial Management, LLC | 34,407 | $8,230,000 | 6.93% |
| Pensionmark Financial Group, LLC | 80,684 | $19,298,000 | 6.60% |
| Hudson Capital Management LLC | 50,649 | $12,097,511,000 | 5.91% |
| Ifrah Financial Services, Inc. | 58,893 | $14,086,000 | 5.06% |
| SMITH SHELLNUT WILSON LLC /ADV | 2,965 | $12,396,000 | 4.63% |
| Centerpoint Advisors, LLC | 25,386 | $6,072,000 | 4.57% |
| Salomon & Ludwin, LLC | 86,737 | $20,746,000 | 4.32% |
| First Citizens Financial Corp | 17,475 | $4,180,000 | 4.14% |