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 ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 857,041 | $119,831,000 | 16.58% |
| Noven Financial Group, Inc. | 124,603 | $17,422,000 | 11.11% |
| Palisades Hudson Asset Management, L.P. | 117,331 | $16,405,000 | 9.60% |
| Probity Advisors, Inc. | 148,405 | $20,750,000 | 7.83% |
| SONATA CAPITAL GROUP INC | 61,979 | $8,666,000 | 6.46% |
| HOME FEDERAL BANK OF TENNESSEE | 77,836 | $10,883,000 | 5.82% |
| NorthRock Partners, LLC | 85,667 | $11,965,000 | 5.01% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 138,297 | $19,814,000 | 4.53% |
| Wolf Group Capital Advisors | 39,414 | $5,511,000 | 4.24% |
| Leicht Financial Planning & Wealth Management, Inc. | 33,751 | $4,694,000 | 4.04% |