ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 362 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 6.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $208,000 | -9.6% | 1,376 | -8.0% | 0.03% | -3.4% |
| Q4 2017 | $230,000 | -29.9% | 1,495 | -32.3% | 0.03% | -32.6% |
| Q3 2017 | $328,000 | -60.4% | 2,209 | -62.7% | 0.04% | -60.9% |
| Q2 2017 | $828,000 | +8.1% | 5,919 | +7.2% | 0.11% | +3.8% |
| Q1 2017 | $766,000 | -2.5% | 5,524 | -1.6% | 0.11% | -7.0% |
| Q4 2016 | $786,000 | +15.4% | 5,614 | +2.9% | 0.11% | +10.7% |
| Q3 2016 | $681,000 | +6.9% | 5,454 | 0.0% | 0.10% | +4.0% |
| Q2 2016 | $637,000 | +28.2% | 5,454 | +24.4% | 0.10% | +12.5% |
| Q1 2016 | $497,000 | +3.1% | 4,384 | -1.6% | 0.09% | +4.8% |
| Q4 2015 | $482,000 | +3.2% | 4,455 | 0.0% | 0.08% | -1.2% |
| Q3 2015 | $467,000 | -11.0% | 4,455 | 0.0% | 0.08% | -2.3% |
| Q2 2015 | $525,000 | +8.9% | 4,455 | +9.9% | 0.09% | +2.4% |
| Q1 2015 | $482,000 | +3.9% | 4,055 | +3.1% | 0.08% | +4.9% |
| Q4 2014 | $464,000 | +2.9% | 3,934 | -6.3% | 0.08% | -10.0% |
| Q3 2014 | $451,000 | -38.5% | 4,199 | -33.9% | 0.09% | -34.8% |
| Q2 2014 | $733,000 | +0.8% | 6,350 | -0.9% | 0.14% | -8.6% |
| Q1 2014 | $727,000 | +8.2% | 6,410 | +6.1% | 0.15% | +1.3% |
| Q4 2013 | $672,000 | +10.0% | 6,041 | +1.1% | 0.15% | 0.0% |
| Q3 2013 | $611,000 | – | 5,975 | – | 0.15% | – |
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% |