ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 264 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $20,000 | +25.0% | 89 | 0.0% | 0.00% | – |
| Q1 2020 | $16,000 | -23.8% | 89 | 0.0% | 0.00% | – |
| Q4 2019 | $21,000 | +10.5% | 89 | 0.0% | 0.00% | – |
| Q3 2019 | $19,000 | -5.0% | 89 | 0.0% | 0.00% | – |
| Q2 2019 | $20,000 | +5.3% | 89 | 0.0% | 0.00% | – |
| Q1 2019 | $19,000 | +11.8% | 89 | 0.0% | 0.00% | – |
| Q4 2018 | $17,000 | -19.0% | 89 | 0.0% | 0.00% | – |
| Q3 2018 | $21,000 | +5.0% | 89 | 0.0% | 0.00% | – |
| Q2 2018 | $20,000 | +5.3% | 89 | 0.0% | 0.00% | – |
| Q1 2018 | $19,000 | -99.9% | 89 | -99.9% | 0.00% | -100.0% |
| Q4 2014 | $23,236,000 | +12.2% | 145,529 | +6.4% | 0.01% | +7.7% |
| Q3 2014 | $20,710,000 | -3.4% | 136,750 | +0.2% | 0.01% | -13.3% |
| Q2 2014 | $21,429,000 | -23.6% | 136,421 | -25.6% | 0.02% | -25.0% |
| Q1 2014 | $28,050,000 | +6.2% | 183,435 | +4.3% | 0.02% | +5.3% |
| Q4 2013 | $26,415,000 | -28.0% | 175,881 | -33.3% | 0.02% | -29.6% |
| Q3 2013 | $36,686,000 | – | 263,722 | – | 0.03% | – |
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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% |