ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 431 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,954,000 | -54.5% | 22,405 | -42.4% | 1.13% | -22.4% |
| Q3 2018 | $6,487,000 | -2.8% | 38,865 | -4.9% | 1.46% | +5.2% |
| Q2 2018 | $6,672,000 | -9.9% | 40,865 | -16.8% | 1.39% | -5.7% |
| Q1 2018 | $7,406,000 | -10.9% | 49,100 | -9.3% | 1.47% | +1.6% |
| Q4 2017 | $8,313,000 | +27.2% | 54,130 | +22.9% | 1.45% | +28.3% |
| Q3 2017 | $6,533,000 | +20.7% | 44,055 | +13.8% | 1.13% | +0.3% |
| Q2 2017 | $5,411,000 | +39.8% | 38,700 | +38.7% | 1.12% | +39.6% |
| Q1 2017 | $3,870,000 | – | 27,910 | – | 0.81% | – |
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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% |