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 ↓ |
|---|---|---|---|
| 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% |