ISHARES TR's ticker is IBDJ and the CUSIP is 46434VAR1. A total of 40 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $606,000 | -8.3% | 24,433 | -8.2% | 0.06% | -12.7% |
| Q2 2017 | $661,000 | -23.9% | 26,615 | -23.9% | 0.06% | -28.4% |
| Q1 2017 | $869,000 | -5.5% | 34,951 | -5.6% | 0.09% | -12.9% |
| Q4 2016 | $920,000 | -21.7% | 37,012 | -21.6% | 0.10% | -21.7% |
| Q3 2016 | $1,175,000 | -7.0% | 47,202 | -6.6% | 0.13% | -21.8% |
| Q2 2016 | $1,263,000 | +19.6% | 50,542 | +19.3% | 0.16% | +3.8% |
| Q1 2016 | $1,056,000 | – | 42,369 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MV CAPITAL MANAGEMENT, INC. | 135,933 | $3,378,000 | 1.06% |
| Patriot Financial Group Insurance Agency, LLC | 22,666 | $562,000 | 0.59% |
| VICUS CAPITAL | 57,959 | $1,440,000 | 0.31% |
| Sowell Financial Services LLC | 35,423 | $880,000 | 0.26% |
| TELEMUS CAPITAL, LLC | 87,562 | $2,176,000 | 0.23% |
| Wolf Group Capital Advisors | 12,350 | $307,000 | 0.20% |
| Private Advisor Group, LLC | 191,159 | $4,744,000 | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 449,613 | $11,173,000 | 0.10% |
| Integrated Wealth Management | 11,308 | $281,000 | 0.09% |
| Brookstone Capital Management | 34,951 | $869,000 | 0.09% |