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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $19,573,000 | -14.0% | 86,501 | -14.9% | 0.31% | -11.8% |
| Q3 2019 | $22,757,000 | +16.3% | 101,657 | +17.5% | 0.36% | +13.4% |
| Q2 2019 | $19,573,000 | +7.3% | 86,501 | +3.9% | 0.31% | +1.6% |
| Q1 2019 | $18,247,000 | +113.8% | 83,280 | +86.6% | 0.31% | +92.5% |
| Q4 2018 | $8,533,000 | +17.8% | 44,624 | +43.5% | 0.16% | +30.1% |
| Q3 2018 | $7,242,000 | -3.4% | 31,091 | -6.7% | 0.12% | -6.8% |
| Q2 2018 | $7,494,000 | -27.7% | 33,340 | -29.8% | 0.13% | -31.2% |
| Q1 2018 | $10,371,000 | +18.4% | 47,500 | +17.0% | 0.19% | +20.0% |
| Q4 2017 | $8,762,000 | +4.1% | 40,597 | -2.4% | 0.16% | -0.6% |
| Q3 2017 | $8,415,000 | -12.5% | 41,586 | -15.0% | 0.16% | -17.4% |
| Q2 2017 | $9,614,000 | +221.8% | 48,898 | +212.4% | 0.20% | +191.0% |
| Q1 2017 | $2,988,000 | -46.7% | 15,651 | -49.2% | 0.07% | -50.7% |
| Q4 2016 | $5,611,000 | -0.3% | 30,794 | -4.4% | 0.14% | -7.5% |
| Q3 2016 | $5,626,000 | -74.2% | 32,199 | -75.0% | 0.15% | -75.5% |
| Q2 2016 | $21,785,000 | +5.2% | 128,820 | +1.1% | 0.60% | -3.4% |
| Q1 2016 | $20,711,000 | +8.8% | 127,367 | +7.7% | 0.62% | -0.5% |
| Q4 2015 | $19,033,000 | +7.1% | 118,249 | +4.5% | 0.62% | -3.9% |
| Q3 2015 | $17,770,000 | -3.7% | 113,117 | +3.9% | 0.65% | -3.4% |
| Q2 2015 | $18,445,000 | +3.6% | 108,819 | +4.8% | 0.67% | -0.3% |
| Q1 2015 | $17,801,000 | -45.0% | 103,791 | -48.8% | 0.67% | -48.9% |
| Q4 2014 | $32,364,000 | +30.4% | 202,691 | +23.7% | 1.32% | +19.2% |
| Q3 2014 | $24,818,000 | +21.0% | 163,871 | +25.5% | 1.11% | +17.8% |
| Q2 2014 | $20,516,000 | +21.6% | 130,611 | +18.4% | 0.94% | +10.0% |
| Q1 2014 | $16,871,000 | -6.4% | 110,324 | -8.1% | 0.85% | -14.4% |
| Q4 2013 | $18,032,000 | +208.4% | 120,060 | +185.7% | 1.00% | +175.7% |
| Q3 2013 | $5,847,000 | – | 42,029 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Centerpoint Advisors, LLC | 67,506 | $14,739,000 | 12.84% |
| Capital Directions Investment Advisors, LLC | 143,579 | $31,348,000 | 9.85% |
| Broadview Financial Management, LLC | 42,034 | $9,177,000 | 9.06% |
| Pinnacle Family Advisors, LLC | 63,881 | $13,947,000 | 7.96% |
| Howard Capital Management Inc. | 203,248 | $44,375,000 | 5.60% |
| Monument Capital Management | 34,181 | $7,280,000 | 4.98% |
| Perkins Coie Trust Co | 44,164 | $9,642,000 | 4.79% |
| LVZ, Inc. | 71,563 | $15,624,000 | 4.24% |
| Capital Advisors, Ltd. LLC | 58,064 | $12,677,000 | 4.10% |
| Starfire Investment Advisers, Inc. | 32,269 | $7,045,000 | 3.67% |