ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 229 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | -90.0% | 5 | -94.4% | 0.00% | -100.0% |
| Q1 2016 | $10,000 | -28.6% | 89 | -29.4% | 0.00% | -25.0% |
| Q4 2015 | $14,000 | -90.4% | 126 | -91.0% | 0.00% | -91.1% |
| Q3 2015 | $146,000 | -58.3% | 1,394 | -53.1% | 0.04% | -49.4% |
| Q2 2015 | $350,000 | -14.0% | 2,975 | -13.2% | 0.09% | -7.3% |
| Q1 2015 | $407,000 | +19.0% | 3,426 | +18.0% | 0.10% | +23.1% |
| Q4 2014 | $342,000 | +26.7% | 2,903 | +15.2% | 0.08% | +27.9% |
| Q3 2014 | $270,000 | +10.7% | 2,519 | +19.3% | 0.06% | +10.9% |
| Q2 2014 | $244,000 | +48.8% | 2,112 | +45.9% | 0.06% | +44.7% |
| Q1 2014 | $164,000 | – | 1,448 | – | 0.04% | – |
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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% |