ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 480 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.64 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $210,000 | -66.0% | 1,309 | -68.1% | 0.03% | -62.6% |
| Q3 2019 | $617,000 | +1.0% | 4,109 | +0.0% | 0.09% | +1.1% |
| Q2 2019 | $611,000 | -1.6% | 4,108 | -2.3% | 0.09% | +7.1% |
| Q1 2019 | $621,000 | +9.5% | 4,206 | -2.3% | 0.08% | -2.3% |
| Q4 2018 | $567,000 | -20.9% | 4,303 | +0.1% | 0.09% | +26.5% |
| Q3 2018 | $717,000 | -1.6% | 4,297 | -3.7% | 0.07% | -34.6% |
| Q2 2018 | $729,000 | +8.3% | 4,464 | 0.0% | 0.10% | +10.6% |
| Q1 2018 | $673,000 | +4.8% | 4,464 | +6.7% | 0.09% | -8.7% |
| Q4 2017 | $642,000 | -2.9% | 4,183 | -6.1% | 0.10% | +8.4% |
| Q3 2017 | $661,000 | +10.2% | 4,457 | +3.8% | 0.10% | +3.3% |
| Q2 2017 | $600,000 | +7.7% | 4,293 | +6.8% | 0.09% | +8.2% |
| Q1 2017 | $557,000 | – | 4,018 | – | 0.08% | – |
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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% |