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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $2,994,000 | +20.7% | 28,401 | +15.3% | 0.64% | +2100.0% |
| Q1 2021 | $2,481,000 | -58.7% | 24,629 | -43.1% | 0.03% | -98.6% |
| Q1 2017 | $6,001,000 | -0.0% | 43,285 | +0.9% | 2.06% | -19.2% |
| Q4 2016 | $6,004,000 | +0.4% | 42,882 | -10.5% | 2.55% | -10.3% |
| Q3 2016 | $5,979,000 | -34.1% | 47,906 | -41.6% | 2.84% | +125.2% |
| Q1 2014 | $9,077,000 | +2.7% | 81,985 | -0.2% | 1.26% | -1.6% |
| Q4 2013 | $8,838,000 | -2.2% | 82,179 | -28.8% | 1.28% | +0.9% |
| Q3 2013 | $9,033,000 | +12.3% | 115,339 | +34.0% | 1.27% | -2.9% |
| Q2 2013 | $8,041,000 | – | 86,058 | – | 1.31% | – |
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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% |