ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 432 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.85 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $250,000 | +1.2% | 1,662 | 0.0% | 0.02% | +10.0% |
| Q2 2019 | $247,000 | +0.8% | 1,662 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $245,000 | +11.9% | 1,662 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $219,000 | -44.4% | 1,662 | -29.6% | 0.02% | -38.2% |
| Q3 2018 | $394,000 | +2.3% | 2,360 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $385,000 | -85.2% | 2,360 | +502.0% | 0.04% | +75.0% |
| Q1 2018 | $2,598,000 | +551.1% | 392 | -84.9% | 0.02% | -47.4% |
| Q4 2017 | $399,000 | +3.9% | 2,598 | +0.2% | 0.04% | 0.0% |
| Q3 2017 | $384,000 | -14.9% | 2,592 | -19.9% | 0.04% | -15.6% |
| Q2 2017 | $451,000 | -19.8% | 3,236 | -20.2% | 0.04% | -25.0% |
| Q1 2017 | $562,000 | -3.1% | 4,056 | -3.8% | 0.06% | -7.7% |
| Q4 2016 | $580,000 | +62.0% | 4,217 | +23.3% | 0.06% | +22.6% |
| Q3 2015 | $358,000 | – | 3,421 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 156,279 | $16,001,000 | 22.71% |
| Portfolio Solutions, LLC | 1,160,614 | $118,835,000 | 15.18% |
| RGT Wealth Advisors, LLC | 880,912 | $90,197,000 | 14.34% |
| Palisades Hudson Asset Management, L.P. | 293,655 | $30,067,000 | 14.04% |
| Merriman Wealth Management, LLC | 1,491,341 | $152,698,000 | 12.54% |
| Barber Financial Group, Inc. | 761,251 | $77,945,000 | 10.38% |
| Retireful, LLC | 3,835 | $371,000 | 8.92% |
| Forbes Financial Planning, Inc. | 55,294 | $5,666,000 | 7.06% |
| Kaydan Wealth Management, Inc. | 136,531 | $13,979,375 | 6.18% |
| Probity Advisors, Inc. | 289,999 | $29,693,000 | 6.13% |