ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 269 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $12,923,000 | +112.6% | 63,861 | +107.6% | 1.08% | +133.3% |
| Q2 2017 | $6,078,000 | +49.6% | 30,756 | +43.6% | 0.46% | +50.5% |
| Q1 2017 | $4,062,000 | +15.7% | 21,419 | +13.1% | 0.31% | +12.5% |
| Q4 2016 | $3,511,000 | +178.4% | 18,937 | +153.3% | 0.27% | +173.0% |
| Q3 2016 | $1,261,000 | -1.6% | 7,475 | +2.1% | 0.10% | +1.0% |
| Q2 2016 | $1,281,000 | -62.0% | 7,324 | -64.4% | 0.10% | -66.2% |
| Q1 2016 | $3,372,000 | -13.6% | 20,575 | -23.3% | 0.29% | -8.4% |
| Q4 2015 | $3,905,000 | -80.3% | 26,811 | -77.4% | 0.32% | -82.4% |
| Q3 2015 | $19,780,000 | -12.1% | 118,609 | -9.4% | 1.82% | -10.1% |
| Q2 2015 | $22,496,000 | +7.8% | 130,895 | +5.0% | 2.02% | +8.9% |
| Q1 2015 | $20,859,000 | -99.5% | 124,634 | +340.0% | 1.86% | +483.6% |
| Q4 2014 | $4,499,661,000 | +102561.7% | 28,326 | -2.4% | 0.32% | -4.8% |
| Q3 2014 | $4,383,000 | -0.3% | 29,023 | +3.7% | 0.33% | -3.2% |
| Q2 2014 | $4,396,000 | +5.4% | 27,983 | +4.0% | 0.34% | -4.2% |
| Q1 2014 | $4,172,000 | -60.4% | 26,899 | -61.6% | 0.36% | -61.7% |
| Q4 2013 | $10,530,000 | +292.6% | 70,109 | +268.3% | 0.94% | +261.2% |
| Q3 2013 | $2,682,000 | -46.4% | 19,034 | -51.0% | 0.26% | -58.1% |
| Q2 2013 | $5,004,000 | – | 38,807 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,052,555 | $66,332,000 | 7.61% |
| Capital Directions Investment Advisors, LLC | 0 | $19,140,000 | 7.34% |
| Broadview Financial Management, LLC | 111,935 | $7,054,161 | 7.07% |
| Sterling Financial Planning, Inc. | 133,936 | $8,441,000 | 5.92% |
| Pensionmark Financial Group, LLC | 359,276 | $22,642,000 | 5.38% |
| Hudson Capital Management LLC | 163,891 | $10,328,000 | 5.14% |
| Tanglewood Wealth Management, Inc. | 485,614 | $30,603,000 | 4.62% |
| Willis Johnson & Associates, Inc. | 501,093 | $31,579,000 | 4.60% |
| Main Management LLC | 555,088 | $34,982,000 | 4.32% |
| First Citizens Financial Corp | 67,838 | $4,275,000 | 4.21% |