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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Centerpoint Advisors, LLC | 67,506 | $14,739,000 | 12.84% |
| Capital Directions Investment Advisors, LLC | 143,579 | $31,348,000 | 9.85% |
| Broadview Financial Management, LLC | 42,034 | $9,177,000 | 9.06% |
| Pinnacle Family Advisors, LLC | 63,881 | $13,947,000 | 7.96% |
| Howard Capital Management Inc. | 203,248 | $44,375,000 | 5.60% |
| Monument Capital Management | 34,181 | $7,280,000 | 4.98% |
| Perkins Coie Trust Co | 44,164 | $9,642,000 | 4.79% |
| LVZ, Inc. | 71,563 | $15,624,000 | 4.24% |
| Capital Advisors, Ltd. LLC | 58,064 | $12,677,000 | 4.10% |
| Starfire Investment Advisers, Inc. | 32,269 | $7,045,000 | 3.67% |