Freedom Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 268 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.73 and the average weighting 0.5%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$887,000
-4.9%
5,776
-8.2%
0.04%
-11.8%
Q3 2017$933,000
+11.5%
6,291
+5.1%
0.05%
+6.2%
Q2 2017$837,000
-5.7%
5,986
-6.5%
0.05%
-7.7%
Q1 2017$888,000
+0.5%
6,402
+1.4%
0.05%
-5.5%
Q4 2016$884,000
+11.9%
6,316
-0.2%
0.06%
+7.8%
Q3 2016$790,000
+7.8%
6,327
+0.9%
0.05%
+2.0%
Q2 2016$733,000
+9.9%
6,270
+6.6%
0.05%
+4.2%
Q1 2016$667,000
+0.5%
5,882
-4.2%
0.05%
-4.0%
Q4 2015$664,000
+3.8%
6,137
-41.5%
0.05%
-23.1%
Q3 2015$640,000
+18.5%
10,491
+129.0%
0.06%
+18.2%
Q2 2015$540,000
+2.7%
4,582
+3.6%
0.06%
-5.2%
Q1 2015$526,000
-0.9%
4,422
-1.8%
0.06%
-15.9%
Q4 2014$531,000
-1.1%
4,504
-9.9%
0.07%
-27.4%
Q3 2014$537,000
+1.9%
5,001
+9.5%
0.10%
+6.7%
Q2 2014$527,000
+0.2%
4,569
-1.4%
0.09%
-20.5%
Q1 2014$526,000
+4.8%
4,636
+2.8%
0.11%
-10.4%
Q4 2013$502,000
+8.0%
4,508
-1.0%
0.12%
-6.0%
Q3 2013$465,000
+12.0%
4,554
+2.5%
0.13%
-5.7%
Q2 2013$415,000
+12.5%
4,445
+8.5%
0.14%
+14.6%
Q1 2013$369,0004,0980.12%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders