ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 318 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $6,395,000 | +54.0% | 45,671 | +37.3% | 0.21% | +46.5% |
| Q3 2016 | $4,152,000 | +21.7% | 33,271 | +13.9% | 0.14% | +16.4% |
| Q2 2016 | $3,412,000 | +245.3% | 29,201 | +234.9% | 0.12% | +197.6% |
| Q1 2016 | $988,000 | +35.9% | 8,720 | +29.6% | 0.04% | +24.2% |
| Q4 2015 | $727,000 | +92.3% | 6,726 | +86.5% | 0.03% | +10.0% |
| Q3 2015 | $378,000 | -43.1% | 3,607 | -36.0% | 0.03% | -36.2% |
| Q2 2015 | $664,000 | -21.1% | 5,640 | -20.4% | 0.05% | -20.3% |
| Q1 2015 | $842,000 | +221.4% | 7,082 | +219.2% | 0.06% | +110.7% |
| Q4 2014 | $262,000 | -3.0% | 2,219 | -11.7% | 0.03% | -15.2% |
| Q3 2014 | $270,000 | -0.4% | 2,512 | +6.8% | 0.03% | -8.3% |
| Q2 2014 | $271,000 | -73.2% | 2,352 | -73.6% | 0.04% | -50.7% |
| Q1 2014 | $1,012,000 | +120.5% | 8,920 | +116.3% | 0.07% | +4.3% |
| Q4 2013 | $459,000 | +1.1% | 4,123 | -7.1% | 0.07% | -11.4% |
| Q3 2013 | $454,000 | -10.6% | 4,438 | -18.4% | 0.08% | -22.5% |
| Q2 2013 | $508,000 | – | 5,436 | – | 0.10% | – |
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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% |