ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 435 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $287,000 | +7.1% | 1,783 | 0.0% | 0.02% | +4.3% |
| Q3 2019 | $268,000 | +1.1% | 1,783 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $265,000 | -7.7% | 1,783 | -8.4% | 0.02% | -12.0% |
| Q1 2019 | $287,000 | -5.6% | 1,946 | -15.5% | 0.02% | -16.7% |
| Q4 2018 | $304,000 | -18.3% | 2,302 | +3.2% | 0.03% | -11.8% |
| Q3 2018 | $372,000 | +0.8% | 2,231 | -1.5% | 0.03% | -8.1% |
| Q2 2018 | $369,000 | +5.7% | 2,265 | -1.9% | 0.04% | -2.6% |
| Q1 2018 | $349,000 | -3.3% | 2,310 | -1.7% | 0.04% | -2.6% |
| Q4 2017 | $361,000 | +2.0% | 2,350 | -1.6% | 0.04% | -4.9% |
| Q3 2017 | $354,000 | +12.4% | 2,389 | +5.9% | 0.04% | 0.0% |
| Q2 2017 | $315,000 | +0.6% | 2,256 | -0.2% | 0.04% | -4.7% |
| Q1 2017 | $313,000 | -1.3% | 2,261 | 0.0% | 0.04% | -17.3% |
| Q4 2016 | $317,000 | +37.2% | 2,261 | +22.0% | 0.05% | +26.8% |
| Q3 2016 | $231,000 | +7.4% | 1,854 | +0.9% | 0.04% | +7.9% |
| Q2 2016 | $215,000 | -8.5% | 1,838 | -11.4% | 0.04% | -11.6% |
| Q1 2016 | $235,000 | +13.0% | 2,074 | +15.2% | 0.04% | -29.5% |
| Q2 2014 | $208,000 | +2.0% | 1,800 | 0.0% | 0.06% | -7.6% |
| Q1 2014 | $204,000 | +2.0% | 1,800 | 0.0% | 0.07% | +3.1% |
| Q4 2013 | $200,000 | – | 1,800 | – | 0.06% | – |
Download | ||||||
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% |