ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 276 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.23 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,664,000 | +11.3% | 16,683 | +5.6% | 0.93% | +11.7% |
| Q3 2014 | $2,393,000 | +8.9% | 15,799 | +13.0% | 0.84% | +9.7% |
| Q2 2014 | $2,197,000 | -46.7% | 13,984 | -48.1% | 0.76% | -3.8% |
| Q1 2014 | $4,122,000 | +145.2% | 26,954 | +140.9% | 0.79% | +13.5% |
| Q4 2013 | $1,681,000 | +52.4% | 11,191 | +41.2% | 0.70% | +25.3% |
| Q3 2013 | $1,103,000 | +113.8% | 7,926 | +98.1% | 0.56% | +61.9% |
| Q2 2013 | $516,000 | – | 4,002 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,052,555 | $66,332,000 | 7.61% |
| Capital Directions Investment Advisors, LLC | 0 | $19,140,000 | 7.34% |
| Broadview Financial Management, LLC | 111,935 | $7,054,161 | 7.07% |
| Sterling Financial Planning, Inc. | 133,936 | $8,441,000 | 5.92% |
| Pensionmark Financial Group, LLC | 359,276 | $22,642,000 | 5.38% |
| Hudson Capital Management LLC | 163,891 | $10,328,000 | 5.14% |
| Tanglewood Wealth Management, Inc. | 485,614 | $30,603,000 | 4.62% |
| Willis Johnson & Associates, Inc. | 501,093 | $31,579,000 | 4.60% |
| Main Management LLC | 555,088 | $34,982,000 | 4.32% |
| First Citizens Financial Corp | 67,838 | $4,275,000 | 4.21% |