ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 435 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $648,000 | +10.6% | 4,296 | +12.6% | 0.17% | +5.0% |
| Q4 2017 | $586,000 | +3.9% | 3,815 | +0.3% | 0.16% | -4.2% |
| Q3 2017 | $564,000 | +6.6% | 3,804 | +0.5% | 0.17% | +4.4% |
| Q2 2017 | $529,000 | +1.0% | 3,786 | +0.2% | 0.16% | -1.9% |
| Q1 2017 | $524,000 | +0.4% | 3,780 | +1.4% | 0.16% | -6.9% |
| Q4 2016 | $522,000 | +8.1% | 3,728 | -3.6% | 0.17% | +7.4% |
| Q3 2016 | $483,000 | +22.6% | 3,867 | +14.8% | 0.16% | +9.5% |
| Q2 2016 | $394,000 | +21.2% | 3,369 | +17.5% | 0.15% | +11.3% |
| Q1 2016 | $325,000 | +11.3% | 2,867 | +6.3% | 0.13% | +11.8% |
| Q4 2015 | $292,000 | +43.1% | 2,698 | +38.8% | 0.12% | +30.8% |
| Q3 2015 | $204,000 | – | 1,944 | – | 0.09% | – |
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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% |