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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,137,000 | -8.9% | 4,882 | -12.1% | 0.68% | -10.4% |
| Q2 2018 | $1,248,000 | +33.5% | 5,553 | +29.7% | 0.76% | +23.5% |
| Q1 2018 | $935,000 | -7.2% | 4,283 | -8.3% | 0.62% | -6.8% |
| Q4 2017 | $1,008,000 | +6.3% | 4,671 | -0.3% | 0.66% | +0.6% |
| Q3 2017 | $948,000 | -10.4% | 4,684 | -13.0% | 0.66% | -13.4% |
| Q2 2017 | $1,058,000 | +3.2% | 5,383 | +0.3% | 0.76% | -1.9% |
| Q1 2017 | $1,025,000 | +2.4% | 5,367 | -2.3% | 0.78% | -4.3% |
| Q4 2016 | $1,001,000 | +7.1% | 5,495 | +2.7% | 0.81% | +2.8% |
| Q3 2016 | $935,000 | +18.5% | 5,351 | +14.6% | 0.79% | +16.6% |
| Q2 2016 | $789,000 | +2.3% | 4,668 | -1.6% | 0.68% | +0.7% |
| Q1 2016 | $771,000 | -40.0% | 4,743 | -40.6% | 0.67% | -41.8% |
| Q4 2015 | $1,286,000 | +14.3% | 7,990 | +11.5% | 1.15% | -1.5% |
| Q3 2015 | $1,125,000 | +33.0% | 7,163 | +43.5% | 1.17% | +47.0% |
| Q2 2015 | $846,000 | +15.7% | 4,990 | +16.5% | 0.80% | +8.3% |
| Q1 2015 | $731,000 | +2.1% | 4,283 | -4.5% | 0.74% | -2.3% |
| Q4 2014 | $716,000 | – | 4,483 | – | 0.75% | – |
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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% |