ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 296 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,369,000 | -36.1% | 7,159 | -22.1% | 0.96% | -26.8% |
| Q3 2018 | $2,141,000 | +2.3% | 9,193 | -1.2% | 1.32% | +2.7% |
| Q2 2018 | $2,092,000 | +1.8% | 9,305 | -1.2% | 1.28% | +0.5% |
| Q1 2018 | $2,056,000 | +0.6% | 9,418 | -0.5% | 1.27% | +1.0% |
| Q4 2017 | $2,043,000 | +6.4% | 9,468 | -0.2% | 1.26% | +9.5% |
| Q3 2017 | $1,920,000 | -17.3% | 9,487 | -19.7% | 1.15% | -21.0% |
| Q2 2017 | $2,323,000 | +18.7% | 11,813 | +15.2% | 1.46% | +16.9% |
| Q1 2017 | $1,957,000 | +5.6% | 10,253 | +0.7% | 1.25% | +3.7% |
| Q4 2016 | $1,854,000 | +53.9% | 10,177 | +47.6% | 1.20% | +52.4% |
| Q3 2016 | $1,205,000 | -43.5% | 6,894 | -45.3% | 0.79% | -44.7% |
| Q2 2016 | $2,132,000 | -26.5% | 12,610 | -29.3% | 1.43% | -27.2% |
| Q1 2016 | $2,899,000 | -11.2% | 17,825 | -12.1% | 1.96% | -13.4% |
| Q4 2015 | $3,264,000 | +2.2% | 20,278 | -0.3% | 2.27% | 0.0% |
| Q3 2015 | $3,194,000 | -22.0% | 20,333 | -15.8% | 2.27% | -18.0% |
| Q2 2015 | $4,093,000 | -22.0% | 24,147 | -21.1% | 2.77% | -21.0% |
| Q1 2015 | $5,247,000 | +23.4% | 30,595 | +14.9% | 3.50% | -10.0% |
| Q4 2014 | $4,253,000 | – | 26,634 | – | 3.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 320,946 | $24,799,000 | 7.53% |
| Broadview Financial Management, LLC | 108,623 | $8,393,000 | 6.22% |
| Sterling Financial Planning, Inc. | 121,205 | $9,366,000 | 5.90% |
| Willis Johnson & Associates, Inc. | 487,665 | $37,682,000 | 4.94% |
| Hudson Capital Management LLC | 156,632 | $12,103,000 | 4.80% |
| JSF Financial, LLC | 136,382 | $10,538,000 | 4.48% |
| JMAC ENTERPRISES LLC | 216,300 | $16,713,000 | 3.94% |
| First Citizens Financial Corp | 65,805 | $5,085,000 | 3.82% |
| 1834 INVESTMENT ADVISORS CO | 387,102 | $29,911,000 | 3.66% |
| Ifrah Financial Services, Inc. | 167,126 | $12,914,000 | 3.63% |