ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 275 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $15,019,000 | -10.7% | 78,539 | +2.4% | 4.27% | +1.4% |
| Q3 2018 | $16,821,000 | +0.4% | 76,688 | +2.9% | 4.21% | -1.1% |
| Q2 2018 | $16,756,000 | +7.2% | 74,545 | +4.2% | 4.26% | +0.3% |
| Q1 2018 | $15,624,000 | +1.4% | 71,563 | +0.2% | 4.24% | -7.0% |
| Q4 2017 | $15,415,000 | +8.2% | 71,422 | +1.5% | 4.56% | -0.4% |
| Q3 2017 | $14,241,000 | +8.4% | 70,374 | +5.3% | 4.58% | +0.7% |
| Q2 2017 | $13,139,000 | +6.9% | 66,823 | +3.8% | 4.55% | +0.7% |
| Q1 2017 | $12,291,000 | +4.5% | 64,381 | -0.3% | 4.52% | -3.3% |
| Q4 2016 | $11,760,000 | +11.8% | 64,546 | +7.2% | 4.67% | +8.1% |
| Q3 2016 | $10,520,000 | +8.4% | 60,209 | +4.9% | 4.32% | +0.1% |
| Q2 2016 | $9,707,000 | +5.5% | 57,398 | +1.4% | 4.32% | -0.3% |
| Q1 2016 | $9,204,000 | -25.1% | 56,599 | -25.8% | 4.33% | -37.7% |
| Q4 2015 | $12,283,000 | +9.3% | 76,313 | +6.6% | 6.95% | -4.2% |
| Q3 2015 | $11,242,000 | -4.9% | 71,561 | +4.4% | 7.25% | +10.4% |
| Q2 2015 | $11,817,000 | +5.1% | 68,530 | +4.5% | 6.57% | +0.4% |
| Q1 2015 | $11,245,000 | +5.1% | 65,564 | -2.1% | 6.54% | -17.4% |
| Q4 2014 | $10,696,000 | +13.1% | 66,991 | +7.3% | 7.92% | +12.5% |
| Q3 2014 | $9,457,000 | -0.2% | 62,446 | +3.5% | 7.04% | +0.1% |
| Q2 2014 | $9,480,000 | -27.4% | 60,354 | -29.3% | 7.03% | -32.7% |
| Q1 2014 | $13,051,000 | +21.6% | 85,344 | +19.4% | 10.45% | +18.7% |
| Q4 2013 | $10,737,000 | – | 71,492 | – | 8.80% | – |
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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% |