ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 296 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,763,824 | -4.1% | 79,787 | -0.4% | 0.41% | -20.2% |
| Q2 2023 | $6,007,887 | +4.1% | 80,105 | -0.8% | 0.51% | +1.4% |
| Q1 2023 | $5,771,986 | +2.7% | 80,716 | -1.9% | 0.50% | +4.4% |
| Q4 2022 | $5,618,445 | +5.7% | 82,261 | -2.5% | 0.48% | -9.4% |
| Q3 2022 | $5,316,000 | +0.9% | 84,356 | +2.1% | 0.53% | +4.5% |
| Q2 2022 | $5,266,000 | -17.8% | 82,632 | -0.3% | 0.51% | -8.3% |
| Q1 2022 | $6,406,000 | -11.1% | 82,898 | -1.9% | 0.55% | -5.6% |
| Q4 2021 | $7,203,000 | +5.1% | 84,483 | -2.4% | 0.59% | -2.3% |
| Q3 2021 | $6,856,000 | -4.3% | 86,573 | -2.2% | 0.60% | +1.0% |
| Q2 2021 | $7,162,000 | -0.9% | 88,499 | -4.0% | 0.60% | -6.6% |
| Q1 2021 | $7,226,000 | +5.1% | 92,207 | -3.2% | 0.64% | +0.6% |
| Q4 2020 | $6,878,000 | +4.0% | 95,230 | +244.3% | 0.63% | +3.4% |
| Q3 2020 | $6,616,000 | -0.1% | 27,661 | -6.5% | 0.61% | -4.1% |
| Q2 2020 | $6,625,000 | -6.8% | 29,572 | -25.7% | 0.64% | -21.2% |
| Q1 2020 | $7,106,000 | -27.5% | 39,817 | -3.3% | 0.81% | -3.7% |
| Q4 2019 | $9,801,000 | +2.9% | 41,163 | -3.2% | 0.84% | -3.6% |
| Q3 2019 | $9,521,000 | +5.2% | 42,532 | +6.3% | 0.87% | +4.6% |
| Q2 2019 | $9,053,000 | -2.2% | 40,009 | -5.3% | 0.83% | -4.9% |
| Q1 2019 | $9,260,000 | +33.7% | 42,263 | +16.7% | 0.88% | -1.1% |
| Q4 2018 | $6,926,000 | +0.8% | 36,220 | +22.8% | 0.89% | +15.8% |
| Q3 2018 | $6,868,000 | +1.9% | 29,484 | -1.6% | 0.77% | -2.4% |
| Q2 2018 | $6,738,000 | +9.5% | 29,975 | +6.4% | 0.78% | +6.5% |
| Q1 2018 | $6,151,000 | +16.8% | 28,175 | +15.5% | 0.74% | +24.5% |
| Q4 2017 | $5,265,000 | +4.3% | 24,395 | -2.2% | 0.59% | -0.5% |
| Q3 2017 | $5,047,000 | +1.3% | 24,941 | -1.6% | 0.60% | -2.6% |
| Q2 2017 | $4,984,000 | -3.7% | 25,348 | -6.5% | 0.61% | -5.3% |
| Q1 2017 | $5,175,000 | +1.0% | 27,106 | -3.6% | 0.64% | -3.0% |
| Q4 2016 | $5,122,000 | +4.7% | 28,110 | +0.4% | 0.66% | +0.8% |
| Q3 2016 | $4,890,000 | +2.2% | 27,987 | -1.1% | 0.66% | 0.0% |
| Q2 2016 | $4,787,000 | +8.2% | 28,305 | +4.1% | 0.66% | +4.4% |
| Q1 2016 | $4,423,000 | +27.0% | 27,200 | +25.7% | 0.63% | +24.4% |
| Q4 2015 | $3,482,000 | +4.2% | 21,634 | +1.7% | 0.51% | -4.2% |
| Q3 2015 | $3,343,000 | +16.8% | 21,281 | +26.0% | 0.53% | +22.4% |
| Q2 2015 | $2,863,000 | +0.9% | 16,889 | +2.1% | 0.43% | +1.2% |
| Q1 2015 | $2,837,000 | +5.3% | 16,540 | -2.0% | 0.43% | +5.2% |
| Q4 2014 | $2,694,000 | +13.0% | 16,874 | +7.2% | 0.41% | +2.8% |
| Q3 2014 | $2,384,000 | -2.5% | 15,740 | +1.1% | 0.40% | -2.5% |
| Q2 2014 | $2,445,000 | +6.0% | 15,563 | +3.2% | 0.41% | -1.2% |
| Q1 2014 | $2,307,000 | +5.5% | 15,086 | +3.6% | 0.41% | +3.8% |
| Q4 2013 | $2,187,000 | +17.2% | 14,564 | +8.6% | 0.40% | +3.9% |
| Q3 2013 | $1,866,000 | -49.9% | 13,414 | -53.6% | 0.38% | -4.0% |
| Q2 2013 | $3,722,000 | +87.1% | 28,890 | +86.1% | 0.40% | -7.9% |
| Q1 2013 | $1,989,000 | – | 15,520 | – | 0.43% | – |
Download | ||||||
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% |