ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 229 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $253,000 | -3.8% | 2,152 | -2.7% | 0.04% | -37.9% |
| Q1 2015 | $263,000 | -1.1% | 2,211 | -1.8% | 0.06% | -4.9% |
| Q4 2014 | $266,000 | -12.8% | 2,252 | -20.5% | 0.06% | +1.7% |
| Q3 2014 | $305,000 | -27.7% | 2,831 | -22.4% | 0.06% | -16.7% |
| Q2 2014 | $422,000 | +54.6% | 3,647 | +51.5% | 0.07% | +63.6% |
| Q1 2014 | $273,000 | -2.5% | 2,408 | -4.2% | 0.04% | -8.3% |
| Q4 2013 | $280,000 | +4.9% | 2,514 | -3.6% | 0.05% | -9.4% |
| Q3 2013 | $267,000 | -2.9% | 2,609 | -11.4% | 0.05% | -5.4% |
| Q2 2013 | $275,000 | – | 2,946 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,206,522 | $126,070,000 | 15.26% |
| RGT Wealth Advisors, LLC | 872,930 | $91,212,000 | 13.92% |
| Palisades Hudson Asset Management, L.P. | 306,344 | $32,010,000 | 13.66% |
| Kaydan Wealth Management, Inc. | 205,215 | $21,442,952 | 8.12% |
| Probity Advisors, Inc. | 279,882 | $29,245,000 | 5.78% |
| Forbes Financial Planning, Inc. | 54,532 | $5,700,000 | 5.62% |
| Sterling Financial Planning, Inc. | 83,623 | $8,738,000 | 5.46% |
| Stone Asset Management Inc. | 78,769 | $8,231,000 | 4.85% |
| ETFIDEA, LLC | 113,210 | $11,829,313 | 4.75% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 56,659 | $5,920,000 | 4.05% |