ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 336 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 3.32 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $21,519,000 | +10.6% | 145,095 | +4.3% | 0.13% | +4.0% |
| Q2 2017 | $19,456,000 | -22.4% | 139,151 | -23.1% | 0.12% | -26.2% |
| Q1 2017 | $25,077,000 | +0.5% | 180,867 | +1.4% | 0.17% | -8.7% |
| Q4 2016 | $24,961,000 | +18.7% | 178,282 | +5.8% | 0.18% | +10.2% |
| Q3 2016 | $21,033,000 | +39.3% | 168,524 | +30.4% | 0.17% | +31.5% |
| Q2 2016 | $15,094,000 | +6.6% | 129,196 | +3.4% | 0.13% | +0.8% |
| Q1 2016 | $14,153,000 | +0.1% | 124,891 | -4.5% | 0.13% | -6.0% |
| Q4 2015 | $14,138,000 | +5.8% | 130,717 | +2.5% | 0.13% | -5.0% |
| Q3 2015 | $13,361,000 | +1.6% | 127,507 | +14.2% | 0.14% | +7.6% |
| Q2 2015 | $13,153,000 | +0.9% | 111,695 | +1.9% | 0.13% | -3.0% |
| Q1 2015 | $13,038,000 | +14.5% | 109,644 | +13.6% | 0.14% | +5.5% |
| Q4 2014 | $11,385,000 | +23.9% | 96,534 | +12.7% | 0.13% | +14.3% |
| Q3 2014 | $9,188,000 | -18.2% | 85,634 | -12.0% | 0.11% | -18.2% |
| Q2 2014 | $11,231,000 | -24.2% | 97,297 | -25.5% | 0.14% | -33.2% |
| Q1 2014 | $14,822,000 | +16.6% | 130,647 | +14.3% | 0.20% | +10.8% |
| Q4 2013 | $12,715,000 | +109.1% | 114,279 | +92.1% | 0.18% | +86.9% |
| Q3 2013 | $6,080,000 | +36.2% | 59,483 | +24.6% | 0.10% | +25.3% |
| Q2 2013 | $4,463,000 | – | 47,758 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |