ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 465 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.25 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,068 | -3.7% | 3,517 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $263,775 | +4.9% | 3,517 | 0.0% | 0.02% | -3.8% |
| Q1 2023 | $251,501 | +104692.1% | 3,517 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $240 | -99.9% | 3,517 | -0.3% | 0.03% | +3.7% |
| Q3 2022 | $222,000 | -1.3% | 3,529 | 0.0% | 0.03% | +8.0% |
| Q2 2022 | $225,000 | -17.6% | 3,529 | -0.1% | 0.02% | -3.8% |
| Q1 2022 | $273,000 | -11.4% | 3,533 | -2.1% | 0.03% | -10.3% |
| Q4 2021 | $308,000 | +7.7% | 3,608 | 0.0% | 0.03% | -3.3% |
| Q3 2021 | $286,000 | -2.1% | 3,608 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $292,000 | +11.9% | 3,608 | 0.0% | 0.03% | -8.8% |
| Q4 2020 | $261,000 | +20.8% | 3,608 | +300.0% | 0.03% | +6.2% |
| Q3 2020 | $216,000 | +6.9% | 902 | 0.0% | 0.03% | +3.2% |
| Q2 2020 | $202,000 | -50.2% | 902 | -50.2% | 0.03% | -8.8% |
| Q1 2020 | $406,000 | +88.8% | 1,810 | +100.0% | 0.03% | +3.0% |
| Q4 2019 | $215,000 | +5.9% | 905 | 0.0% | 0.03% | -2.9% |
| Q3 2019 | $203,000 | -1.0% | 905 | 0.0% | 0.03% | -5.6% |
| Q2 2019 | $205,000 | +2.0% | 905 | +4.9% | 0.04% | +12.5% |
| Q3 2018 | $201,000 | -21.8% | 863 | -31.9% | 0.03% | -25.6% |
| Q3 2017 | $257,000 | +3.2% | 1,268 | +0.1% | 0.04% | -6.5% |
| Q2 2017 | $249,000 | +9.2% | 1,267 | +6.2% | 0.05% | +2.2% |
| Q1 2017 | $228,000 | +286.4% | 1,193 | +248.8% | 0.04% | +125.0% |
| Q1 2015 | $59,000 | – | 342 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 48,834 | $3,868,629 | 3.59% |
| Dentgroup LLC | 6,245 | $494,721 | 0.44% |
| Harbour Capital Advisors, LLC | 10,180 | $783,046 | 0.22% |
| Bromfield Sneider Wealth Advisors | 2,984 | $236,389 | 0.16% |
| Montecito Bank & Trust | 8,946 | $708,702 | 0.15% |
| DOLIVER ADVISORS, LP | 5,486 | $434,601 | 0.13% |
| BENNETT SELBY INVESTMENTS LP | 3,210 | $254,296 | 0.13% |
| High Net Worth Advisory Group LLC | 3,080 | $243,998 | 0.09% |
| FC Advisory LLC | 2,732 | $216,413 | 0.08% |
| Founders Capital Management | 1,126 | $89,202 | 0.06% |