ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 350 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $828,000 | +7.4% | 3,554 | +3.6% | 0.17% | -7.0% |
| Q2 2018 | $771,000 | -1.2% | 3,431 | -4.0% | 0.19% | -5.6% |
| Q1 2018 | $780,000 | -0.6% | 3,574 | -1.7% | 0.20% | +9.4% |
| Q4 2017 | $785,000 | +6.4% | 3,636 | -0.3% | 0.18% | -4.7% |
| Q3 2017 | $738,000 | -0.5% | 3,648 | -3.3% | 0.19% | -11.2% |
| Q2 2017 | $742,000 | -0.1% | 3,773 | -3.0% | 0.21% | -12.3% |
| Q1 2017 | $743,000 | +19.1% | 3,891 | +13.6% | 0.24% | -3.6% |
| Q4 2016 | $624,000 | +6.1% | 3,424 | +1.8% | 0.25% | -3.4% |
| Q3 2016 | $588,000 | +15.1% | 3,363 | +11.2% | 0.26% | +21.9% |
| Q2 2016 | $511,000 | +4.1% | 3,023 | +0.1% | 0.22% | -0.9% |
| Q1 2016 | $491,000 | -29.4% | 3,020 | -30.1% | 0.22% | -37.8% |
| Q4 2015 | $695,000 | +3.6% | 4,319 | +1.2% | 0.35% | -7.9% |
| Q3 2015 | $671,000 | -7.3% | 4,269 | -0.0% | 0.38% | -5.0% |
| Q2 2015 | $724,000 | -50.3% | 4,270 | -49.7% | 0.40% | -3.6% |
| Q1 2015 | $1,457,000 | +233.4% | 8,496 | +210.4% | 0.41% | +67.6% |
| Q4 2014 | $437,000 | +5.3% | 2,737 | 0.0% | 0.25% | -2.0% |
| Q3 2014 | $415,000 | -3.5% | 2,737 | 0.0% | 0.25% | -4.2% |
| Q2 2014 | $430,000 | +3.6% | 2,737 | +1.0% | 0.26% | -4.0% |
| Q1 2014 | $415,000 | +2.0% | 2,711 | 0.0% | 0.27% | -1.4% |
| Q4 2013 | $407,000 | – | 2,711 | – | 0.28% | – |
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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% |