ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 269 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,053,837 | -7.1% | 14,588 | -3.5% | 0.02% | 0.0% |
| Q2 2023 | $1,133,925 | -1.9% | 15,119 | -6.5% | 0.02% | -9.1% |
| Q1 2023 | $1,156,388 | +14.0% | 16,171 | +8.9% | 0.02% | +4.8% |
| Q4 2022 | $1,014,118 | +6.1% | 14,848 | -2.2% | 0.02% | +5.0% |
| Q3 2022 | $956,000 | -1.1% | 15,176 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $967,000 | -17.5% | 15,176 | +0.1% | 0.02% | +5.3% |
| Q1 2022 | $1,172,000 | -23.5% | 15,165 | -15.6% | 0.02% | -17.4% |
| Q4 2021 | $1,532,000 | -68.1% | 17,973 | -70.4% | 0.02% | -68.9% |
| Q3 2021 | $4,805,000 | -0.5% | 60,681 | +1.7% | 0.07% | +2.8% |
| Q2 2021 | $4,827,000 | +78.3% | 59,648 | +72.7% | 0.07% | +63.6% |
| Q1 2021 | $2,707,000 | +69.8% | 34,542 | +56.5% | 0.04% | +51.7% |
| Q4 2020 | $1,594,000 | +8.2% | 22,066 | +258.4% | 0.03% | 0.0% |
| Q3 2020 | $1,473,000 | +43.3% | 6,157 | +34.1% | 0.03% | +31.8% |
| Q2 2020 | $1,028,000 | +11.7% | 4,590 | -11.0% | 0.02% | -12.0% |
| Q1 2020 | $920,000 | -26.0% | 5,155 | -1.2% | 0.02% | -3.8% |
| Q4 2019 | $1,243,000 | +5.1% | 5,220 | -1.2% | 0.03% | 0.0% |
| Q3 2019 | $1,183,000 | -14.8% | 5,285 | -13.9% | 0.03% | -16.1% |
| Q2 2019 | $1,389,000 | -0.8% | 6,140 | -3.9% | 0.03% | -6.1% |
| Q1 2019 | $1,400,000 | +18.7% | 6,388 | +3.6% | 0.03% | 0.0% |
| Q4 2018 | $1,179,000 | -13.1% | 6,167 | +5.8% | 0.03% | -2.9% |
| Q3 2018 | $1,357,000 | -38.4% | 5,827 | -40.6% | 0.03% | -49.3% |
| Q2 2018 | $2,204,000 | +4.0% | 9,804 | +1.0% | 0.07% | -15.2% |
| Q1 2018 | $2,119,000 | +76.3% | 9,707 | +74.4% | 0.08% | +75.6% |
| Q4 2017 | $1,202,000 | -30.0% | 5,567 | -34.4% | 0.04% | -27.4% |
| Q3 2017 | $1,718,000 | +49.5% | 8,489 | +45.2% | 0.06% | +59.0% |
| Q2 2017 | $1,149,000 | +24.8% | 5,845 | +21.2% | 0.04% | +18.2% |
| Q1 2017 | $921,000 | -0.5% | 4,823 | -5.1% | 0.03% | -13.2% |
| Q4 2016 | $926,000 | -24.5% | 5,081 | -27.6% | 0.04% | -29.6% |
| Q3 2016 | $1,227,000 | +55.1% | 7,021 | +50.2% | 0.05% | +54.3% |
| Q2 2016 | $791,000 | +3.1% | 4,675 | -0.9% | 0.04% | -7.9% |
| Q1 2016 | $767,000 | -52.9% | 4,718 | -53.4% | 0.04% | -53.7% |
| Q4 2015 | $1,628,000 | -8.9% | 10,117 | -11.1% | 0.08% | -11.8% |
| Q3 2015 | $1,788,000 | +24.6% | 11,382 | +34.4% | 0.09% | +43.1% |
| Q2 2015 | $1,435,000 | +89.6% | 8,468 | +91.9% | 0.06% | +91.2% |
| Q1 2015 | $757,000 | +9.4% | 4,413 | +1.8% | 0.03% | +3.0% |
| Q4 2014 | $692,000 | -6.6% | 4,333 | -11.4% | 0.03% | -10.8% |
| Q3 2014 | $741,000 | -3.6% | 4,893 | 0.0% | 0.04% | -5.1% |
| Q2 2014 | $769,000 | -55.7% | 4,893 | -56.9% | 0.04% | -58.9% |
| Q1 2014 | $1,734,000 | +5.4% | 11,342 | +3.5% | 0.10% | +15.9% |
| Q4 2013 | $1,645,000 | +8.8% | 10,956 | +0.8% | 0.08% | +1.2% |
| Q3 2013 | $1,512,000 | +10.4% | 10,871 | +2.3% | 0.08% | +6.6% |
| Q2 2013 | $1,369,000 | – | 10,623 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 48,834 | $3,868,629 | 3.59% |
| Dentgroup LLC | 6,245 | $494,721 | 0.44% |
| Harbour Capital Advisors, LLC | 10,180 | $783,046 | 0.22% |
| Bromfield Sneider Wealth Advisors | 2,984 | $236,389 | 0.16% |
| Montecito Bank & Trust | 8,946 | $708,702 | 0.15% |
| DOLIVER ADVISORS, LP | 5,486 | $434,601 | 0.13% |
| BENNETT SELBY INVESTMENTS LP | 3,210 | $254,296 | 0.13% |
| High Net Worth Advisory Group LLC | 3,080 | $243,998 | 0.09% |
| FC Advisory LLC | 2,732 | $216,413 | 0.08% |
| Founders Capital Management | 1,126 | $89,202 | 0.06% |