ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 283 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $557,000 | -24.0% | 3,633 | -26.2% | 0.06% | +38.1% |
| Q3 2017 | $733,000 | +0.1% | 4,926 | -5.7% | 0.04% | -6.7% |
| Q2 2017 | $732,000 | -5.9% | 5,226 | -6.7% | 0.04% | -16.7% |
| Q1 2017 | $778,000 | +3.7% | 5,600 | +4.8% | 0.05% | -3.6% |
| Q4 2016 | $750,000 | +14.7% | 5,346 | +1.4% | 0.06% | +12.0% |
| Q3 2016 | $654,000 | +46.6% | 5,273 | +38.9% | 0.05% | +38.9% |
| Q2 2016 | $446,000 | +6.7% | 3,795 | +2.5% | 0.04% | -7.7% |
| Q1 2016 | $418,000 | +5.8% | 3,701 | +1.6% | 0.04% | -22.0% |
| Q4 2015 | $395,000 | -11.6% | 3,644 | -14.2% | 0.05% | -2.0% |
| Q3 2015 | $447,000 | -1.1% | 4,245 | +11.0% | 0.05% | -3.8% |
| Q2 2015 | $452,000 | -4.8% | 3,823 | -4.4% | 0.05% | -7.0% |
| Q1 2015 | $475,000 | -1.2% | 3,998 | -1.4% | 0.06% | -9.5% |
| Q4 2014 | $481,000 | +7.1% | 4,053 | -3.0% | 0.06% | +5.0% |
| Q3 2014 | $449,000 | -42.3% | 4,180 | -37.9% | 0.06% | -46.4% |
| Q2 2014 | $778,000 | +42.0% | 6,733 | +29.1% | 0.11% | +10.9% |
| Q1 2014 | $548,000 | -7.4% | 5,215 | -2.1% | 0.10% | -4.7% |
| Q4 2013 | $592,000 | -25.8% | 5,327 | -31.1% | 0.11% | -43.9% |
| Q3 2013 | $798,000 | +15.8% | 7,727 | +5.1% | 0.19% | +26.8% |
| Q2 2013 | $689,000 | – | 7,353 | – | 0.15% | – |
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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% |