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 | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $334,000 | +7.4% | 1,950 | 0.0% | 0.23% | +4.5% |
| Q4 2014 | $311,000 | +5.4% | 1,950 | 0.0% | 0.22% | -2.6% |
| Q3 2014 | $295,000 | -3.6% | 1,950 | 0.0% | 0.23% | -3.0% |
| Q2 2014 | $306,000 | +1.7% | 1,950 | -17.0% | 0.23% | -13.7% |
| Q1 2014 | $301,000 | +2.7% | 2,350 | +20.5% | 0.27% | +13.9% |
| Q4 2013 | $293,000 | -10.4% | 1,950 | -17.0% | 0.24% | -16.5% |
| Q3 2013 | $327,000 | +7.9% | 2,350 | 0.0% | 0.28% | +27.2% |
| Q2 2013 | $303,000 | – | 2,350 | – | 0.22% | – |
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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% |