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 ↓ |
|---|---|---|---|
| TELEMUS CAPITAL, LLC | 148,395 | $3,694,000 | 0.41% |
| Wolf Group Capital Advisors | 9,355 | $233,000 | 0.16% |
| Private Advisor Group, LLC | 157,578 | $3,926,000 | 0.16% |
| FOSTER & MOTLEY INC | 27,130 | $675,000 | 0.13% |
| Brookstone Capital Management | 47,202 | $1,175,000 | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 414,433 | $10,315,000 | 0.10% |
| Whitegate Investment Counselors, Inc. | 11,200 | $279,000 | 0.08% |
| Integrated Wealth Management | 8,428 | $210,000 | 0.08% |
| COURIER CAPITAL LLC | 12,400 | $309,000 | 0.06% |
| Guidant Wealth Advisors | 3,221 | $80,000 | 0.05% |