ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 382 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $585,432 | +0.6% | 8,104 | +4.4% | 0.05% | +8.2% |
| Q2 2023 | $582,225 | +2.7% | 7,763 | -2.1% | 0.05% | -3.9% |
| Q1 2023 | $566,861 | +4.7% | 7,927 | 0.0% | 0.05% | -1.9% |
| Q4 2022 | $541,413 | +8.3% | 7,927 | 0.0% | 0.05% | -5.5% |
| Q3 2022 | $500,000 | -3.7% | 7,927 | -2.6% | 0.06% | +5.8% |
| Q2 2022 | $519,000 | -17.5% | 8,142 | 0.0% | 0.05% | -3.7% |
| Q1 2022 | $629,000 | -9.4% | 8,142 | 0.0% | 0.05% | -8.5% |
| Q4 2021 | $694,000 | +7.6% | 8,142 | -0.0% | 0.06% | -4.8% |
| Q3 2021 | $645,000 | -4.4% | 8,144 | -2.3% | 0.06% | -7.5% |
| Q2 2021 | $675,000 | +1.8% | 8,335 | -1.5% | 0.07% | -10.7% |
| Q1 2021 | $663,000 | +6.4% | 8,458 | -1.9% | 0.08% | -7.4% |
| Q4 2020 | $623,000 | +9.5% | 8,624 | +262.7% | 0.08% | -12.0% |
| Q3 2020 | $569,000 | +3.3% | 2,378 | -3.3% | 0.09% | -7.1% |
| Q2 2020 | $551,000 | +25.5% | 2,459 | 0.0% | 0.10% | -3.9% |
| Q1 2020 | $439,000 | -25.0% | 2,459 | 0.0% | 0.10% | 0.0% |
| Q4 2019 | $585,000 | +3.4% | 2,459 | -2.7% | 0.10% | -6.4% |
| Q3 2019 | $566,000 | -1.0% | 2,528 | 0.0% | 0.11% | +0.9% |
| Q2 2019 | $572,000 | +2.5% | 2,528 | -0.7% | 0.11% | -4.4% |
| Q1 2019 | $558,000 | +18.2% | 2,545 | +3.1% | 0.11% | +5.6% |
| Q4 2018 | $472,000 | -20.0% | 2,468 | -2.6% | 0.11% | -8.5% |
| Q3 2018 | $590,000 | +3.0% | 2,534 | -0.5% | 0.12% | -0.8% |
| Q2 2018 | $573,000 | +4.8% | 2,548 | +0.4% | 0.12% | -9.2% |
| Q1 2018 | $547,000 | -0.5% | 2,538 | 0.0% | 0.13% | +1.6% |
| Q4 2017 | $550,000 | +6.2% | 2,538 | -3.9% | 0.13% | -3.0% |
| Q3 2017 | $518,000 | -2.6% | 2,642 | -2.4% | 0.13% | -8.9% |
| Q2 2017 | $532,000 | -2.2% | 2,707 | -5.0% | 0.15% | -7.0% |
| Q1 2017 | $544,000 | +13.1% | 2,850 | +5.8% | 0.16% | -0.6% |
| Q4 2016 | $481,000 | +3.0% | 2,695 | +0.8% | 0.16% | -2.5% |
| Q3 2016 | $467,000 | +8.9% | 2,673 | +5.4% | 0.16% | +1.2% |
| Q2 2016 | $429,000 | +21.2% | 2,537 | +16.5% | 0.16% | +13.5% |
| Q1 2016 | $354,000 | +3.2% | 2,178 | +2.3% | 0.14% | -1.4% |
| Q4 2015 | $343,000 | – | 2,130 | – | 0.14% | – |
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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% |