ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,955,000 | -38.5% | 49,575 | -1.0% | 2.26% | -14.0% |
| Q4 2019 | $8,056,000 | +6.4% | 50,099 | -0.6% | 2.63% | +1.4% |
| Q3 2019 | $7,572,000 | +1.1% | 50,415 | +0.0% | 2.59% | -2.0% |
| Q2 2019 | $7,491,000 | -0.0% | 50,407 | -0.7% | 2.64% | -1.2% |
| Q1 2019 | $7,492,000 | +10.9% | 50,779 | -0.9% | 2.68% | -1.5% |
| Q4 2018 | $6,753,000 | -21.8% | 51,218 | -1.0% | 2.72% | -11.6% |
| Q3 2018 | $8,637,000 | -1.6% | 51,740 | -3.7% | 3.08% | -6.0% |
| Q2 2018 | $8,773,000 | +0.8% | 53,734 | -6.9% | 3.27% | -1.4% |
| Q1 2018 | $8,706,000 | -3.0% | 57,717 | -1.2% | 3.32% | +2.9% |
| Q4 2017 | $8,971,000 | +1.8% | 58,418 | -1.7% | 3.22% | -1.8% |
| Q3 2017 | $8,812,000 | +6.3% | 59,414 | +0.2% | 3.28% | -6.8% |
| Q2 2017 | $8,289,000 | -0.8% | 59,284 | -1.6% | 3.52% | +5.4% |
| Q1 2017 | $8,356,000 | -3.9% | 60,264 | -3.0% | 3.34% | -11.4% |
| Q4 2016 | $8,699,000 | +9.4% | 62,133 | -2.4% | 3.77% | +6.6% |
| Q3 2016 | $7,949,000 | +6.7% | 63,688 | -0.1% | 3.53% | +5.5% |
| Q2 2016 | $7,449,000 | +2.2% | 63,761 | -0.9% | 3.35% | -2.1% |
| Q1 2016 | $7,291,000 | +3.7% | 64,342 | -1.0% | 3.42% | -5.9% |
| Q4 2015 | $7,031,000 | +2.1% | 65,009 | -1.1% | 3.63% | -1.6% |
| Q3 2015 | $6,887,000 | -11.8% | 65,723 | -0.9% | 3.69% | -5.5% |
| Q2 2015 | $7,811,000 | -3.2% | 66,331 | -2.3% | 3.91% | -1.6% |
| Q1 2015 | $8,069,000 | +0.5% | 67,861 | -0.3% | 3.97% | -3.5% |
| Q4 2014 | $8,031,000 | +8.6% | 68,098 | -1.2% | 4.12% | +3.9% |
| Q3 2014 | $7,393,000 | -9.4% | 68,907 | -2.5% | 3.96% | -6.1% |
| Q2 2014 | $8,159,000 | +1.8% | 70,679 | +0.1% | 4.22% | -3.1% |
| Q1 2014 | $8,012,000 | +1.4% | 70,622 | -0.5% | 4.36% | -3.2% |
| Q4 2013 | $7,898,000 | +5.7% | 70,988 | -2.9% | 4.50% | -1.1% |
| Q3 2013 | $7,475,000 | +8.6% | 73,127 | -0.4% | 4.55% | +7.5% |
| Q2 2013 | $6,885,000 | – | 73,428 | – | 4.23% | – |
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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% |