ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 465 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.25 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $231,000 | -20.6% | 3,200 | +146.2% | 0.14% | -33.7% |
| Q2 2020 | $291,000 | +25.4% | 1,300 | 0.0% | 0.20% | +7.3% |
| Q1 2020 | $232,000 | -35.2% | 1,300 | -13.6% | 0.19% | -13.2% |
| Q4 2019 | $358,000 | +6.2% | 1,505 | 0.0% | 0.22% | +1.4% |
| Q3 2019 | $337,000 | -1.2% | 1,505 | 0.0% | 0.22% | +0.9% |
| Q2 2019 | $341,000 | +0.6% | 1,505 | -2.6% | 0.22% | +0.5% |
| Q1 2019 | $339,000 | +14.9% | 1,545 | 0.0% | 0.21% | +8.1% |
| Q4 2018 | $295,000 | -18.1% | 1,545 | 0.0% | 0.20% | -4.8% |
| Q3 2018 | $360,000 | +3.7% | 1,545 | 0.0% | 0.21% | +3.0% |
| Q2 2018 | $347,000 | -5.2% | 1,545 | -7.9% | 0.20% | -6.0% |
| Q1 2018 | $366,000 | +1.1% | 1,678 | 0.0% | 0.22% | +3.9% |
| Q4 2017 | $362,000 | +6.5% | 1,678 | -0.2% | 0.21% | +11.3% |
| Q3 2017 | $340,000 | -0.6% | 1,682 | -3.4% | 0.19% | -2.6% |
| Q2 2017 | $342,000 | +2.1% | 1,741 | -0.9% | 0.19% | +1.1% |
| Q1 2017 | $335,000 | -16.5% | 1,756 | -20.2% | 0.19% | -18.5% |
| Q4 2016 | $401,000 | -0.5% | 2,201 | -4.6% | 0.23% | -6.8% |
| Q3 2016 | $403,000 | +3.6% | 2,308 | +0.3% | 0.25% | +2.0% |
| Q2 2016 | $389,000 | +2.6% | 2,302 | -1.2% | 0.24% | +0.8% |
| Q1 2016 | $379,000 | +13.5% | 2,329 | +12.2% | 0.24% | +22.2% |
| Q4 2015 | $334,000 | – | 2,076 | – | 0.20% | – |
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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% |