ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 360 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 48,834 | $3,868,629 | 3.59% |
| Dentgroup LLC | 6,245 | $494,721 | 0.44% |
| Harbour Capital Advisors, LLC | 10,180 | $783,046 | 0.22% |
| Bromfield Sneider Wealth Advisors | 2,984 | $236,389 | 0.16% |
| Montecito Bank & Trust | 8,946 | $708,702 | 0.15% |
| DOLIVER ADVISORS, LP | 5,486 | $434,601 | 0.13% |
| BENNETT SELBY INVESTMENTS LP | 3,210 | $254,296 | 0.13% |
| High Net Worth Advisory Group LLC | 3,080 | $243,998 | 0.09% |
| FC Advisory LLC | 2,732 | $216,413 | 0.08% |
| Founders Capital Management | 1,126 | $89,202 | 0.06% |