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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575,320 | +444.8% | 7,964 | +465.6% | 0.06% | +480.0% |
| Q2 2023 | $105,600 | +4.9% | 1,408 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $100,687 | +4.7% | 1,408 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $96,166 | +8.1% | 1,408 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $89,000 | +4350.0% | 1,408 | +5766.7% | 0.01% | – |
| Q4 2021 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | -88.2% | 24 | -65.7% | 0.00% | -100.0% |
| Q3 2020 | $17,000 | -92.0% | 70 | -92.6% | 0.00% | -91.5% |
| Q2 2020 | $213,000 | +59.0% | 952 | +58.7% | 0.05% | +123.8% |
| Q3 2019 | $134,000 | -0.7% | 600 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $135,000 | +3.1% | 600 | 0.0% | 0.02% | -8.7% |
| Q1 2019 | $131,000 | +14.9% | 600 | 0.0% | 0.02% | -23.3% |
| Q4 2018 | $114,000 | -48.4% | 600 | -37.0% | 0.03% | -52.4% |
| Q3 2018 | $221,000 | +3.8% | 952 | 0.0% | 0.06% | -16.0% |
| Q2 2018 | $213,000 | +2.9% | 952 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $207,000 | +176.0% | 952 | +171.2% | 0.08% | +150.0% |
| Q4 2017 | $75,000 | +7.1% | 351 | +0.6% | 0.03% | +3.4% |
| Q3 2017 | $70,000 | +2.9% | 349 | 0.0% | 0.03% | -3.3% |
| Q2 2017 | $68,000 | +3.0% | 349 | 0.0% | 0.03% | +3.4% |
| Q1 2017 | $66,000 | +4.8% | 349 | 0.0% | 0.03% | -9.4% |
| Q4 2016 | $63,000 | +5.0% | 349 | 0.0% | 0.03% | -17.9% |
| Q3 2016 | $60,000 | -49.2% | 349 | -50.1% | 0.04% | -51.9% |
| Q2 2016 | $118,000 | +4.4% | 700 | 0.0% | 0.08% | +11.0% |
| Q1 2016 | $113,000 | +0.9% | 700 | 0.0% | 0.07% | -6.4% |
| Q4 2015 | $112,000 | -23.8% | 700 | -26.1% | 0.08% | -22.8% |
| Q3 2015 | $147,000 | -1.3% | 947 | +6.8% | 0.10% | +6.3% |
| Q2 2015 | $149,000 | – | 887 | – | 0.10% | – |
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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% |