Freedom Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 337 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$566,000
-5.5%
2,623
-11.4%
0.03%
-12.1%
Q3 2017$599,000
+9.5%
2,961
+6.4%
0.03%
+6.5%
Q2 2017$547,000
-3.2%
2,782
-6.0%
0.03%
-6.1%
Q1 2017$565,000
+4.4%
2,961
-0.3%
0.03%
-2.9%
Q4 2016$541,000
+1.7%
2,970
-2.5%
0.03%0.0%
Q3 2016$532,000
-13.5%
3,045
-16.3%
0.03%
-19.0%
Q2 2016$615,000
+31.7%
3,638
+26.6%
0.04%
+23.5%
Q1 2016$467,000
-7.5%
2,873
-8.4%
0.03%
-10.5%
Q4 2015$505,000
-91.9%
3,138
-96.5%
0.04%
-94.0%
Q3 2015$6,264,000
+1145.3%
89,989
+2933.0%
0.64%
+1126.9%
Q2 2015$503,000
+1.6%
2,967
+2.8%
0.05%
-5.5%
Q1 2015$495,000
+13.3%
2,886
+5.4%
0.06%
-3.5%
Q4 2014$437,000
+4.3%
2,739
-1.0%
0.06%
-23.0%
Q3 2014$419,000
+0.2%
2,766
+4.0%
0.07%
+5.7%
Q2 2014$418,000
-1.4%
2,659
-4.0%
0.07%
-23.1%
Q1 2014$424,000
-2.3%
2,770
-4.2%
0.09%
-15.7%
Q4 2013$434,000
+5.6%
2,892
-2.1%
0.11%
-7.7%
Q3 2013$411,000
+17.4%
2,955
+8.8%
0.12%
-1.7%
Q2 2013$350,000
+11.1%
2,716
+10.5%
0.12%
+13.3%
Q1 2013$315,0002,4580.10%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders