ISHARES TR's ticker is IBDJ and the CUSIP is 46434VAR1. A total of 23 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $12,945,000 | +3.4% | 521,644 | +3.6% | 0.11% | -1.8% |
| Q2 2017 | $12,515,000 | +12.0% | 503,632 | +12.0% | 0.11% | +7.7% |
| Q1 2017 | $11,173,000 | +4.9% | 449,613 | +5.0% | 0.10% | +1.0% |
| Q4 2016 | $10,650,000 | +3.2% | 428,212 | +3.3% | 0.10% | +3.0% |
| Q3 2016 | $10,315,000 | +7.0% | 414,433 | +7.5% | 0.10% | +2.0% |
| Q2 2016 | $9,638,000 | +4.9% | 385,517 | +4.6% | 0.10% | -3.0% |
| Q1 2016 | $9,185,000 | +3.0% | 368,579 | +2.4% | 0.10% | -1.9% |
| Q4 2015 | $8,921,000 | – | 359,952 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MV CAPITAL MANAGEMENT, INC. | 135,933 | $3,378,000 | 1.06% |
| Patriot Financial Group Insurance Agency, LLC | 22,666 | $562,000 | 0.59% |
| VICUS CAPITAL | 57,959 | $1,440,000 | 0.31% |
| Sowell Financial Services LLC | 35,423 | $880,000 | 0.26% |
| TELEMUS CAPITAL, LLC | 87,562 | $2,176,000 | 0.23% |
| Wolf Group Capital Advisors | 12,350 | $307,000 | 0.20% |
| Private Advisor Group, LLC | 191,159 | $4,744,000 | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 449,613 | $11,173,000 | 0.10% |
| Integrated Wealth Management | 11,308 | $281,000 | 0.09% |
| Brookstone Capital Management | 34,951 | $869,000 | 0.09% |