ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 190 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 2.54 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,252,000 | +1.0% | 11,050 | -3.6% | 0.04% | -2.6% |
| Q4 2015 | $1,240,000 | +1.1% | 11,460 | -2.1% | 0.04% | 0.0% |
| Q3 2015 | $1,226,000 | -13.3% | 11,700 | -2.6% | 0.04% | 0.0% |
| Q2 2015 | $1,414,000 | -4.3% | 12,010 | -3.4% | 0.04% | -7.3% |
| Q1 2015 | $1,478,000 | -4.3% | 12,430 | -5.0% | 0.04% | -4.7% |
| Q4 2014 | $1,544,000 | +5.1% | 13,090 | -4.4% | 0.04% | +2.4% |
| Q3 2014 | $1,469,000 | -11.0% | 13,690 | -4.3% | 0.04% | -10.6% |
| Q2 2014 | $1,651,000 | -43.6% | 14,300 | -44.6% | 0.05% | -44.7% |
| Q1 2014 | $2,927,000 | -4.2% | 25,800 | -6.0% | 0.08% | -4.5% |
| Q4 2013 | $3,055,000 | -37.6% | 27,460 | -42.6% | 0.09% | -40.7% |
| Q3 2013 | $4,894,000 | +3.4% | 47,880 | -5.5% | 0.15% | -3.2% |
| Q2 2013 | $4,734,000 | – | 50,660 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 292,393 | $26,087 | 14.28% |
| Cosner Financial Group, LLC | 103,871 | $9,267,355 | 8.17% |
| Forbes Financial Planning, Inc. | 79,981 | $7,135,913 | 7.65% |
| Pensionmark Financial Group, LLC | 329,889 | $29,604,803 | 5.86% |
| Probity Advisors, Inc. | 275,750 | $24,602,454 | 5.67% |
| ETFIDEA, LLC | 127,397 | $11,366,319 | 4.83% |
| Sterling Financial Planning, Inc. | 86,386 | $7,707,379 | 3.95% |
| LTG Capital LLC | 38,661 | $3,449,335 | 3.64% |
| SOUTHERN CAPITAL ADVISORS, LLC | 47,835 | $4,267,806 | 3.55% |
| Ellis Investment Partners, LLC | 152,196 | $13,578,933 | 3.49% |