ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 267 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $10,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $10,000 | +11.1% | 84 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $9,000 | -10.0% | 84 | 0.0% | 0.00% | -20.0% |
| Q2 2014 | $10,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $10,000 | +11.1% | 84 | 0.0% | 0.01% | +25.0% |
| Q4 2013 | $9,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $9,000 | +12.5% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $8,000 | – | 84 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 788,291 | $94,887,000 | 13.55% |
| Palisades Hudson Asset Management, L.P. | 113,810 | $13,699,000 | 9.36% |
| One Wealth Advisors, LLC | 69,627 | $8,381,000 | 6.66% |
| Probity Advisors, Inc. | 134,440 | $16,183,000 | 5.01% |
| Centerpoint Advisors, LLC | 41,847 | $5,037,000 | 4.07% |
| MACRO Consulting Group | 42,389 | $5,102,000 | 3.54% |
| SPC Financial, Inc. | 140,190 | $16,875,000 | 3.52% |
| Ellis Investment Partners, LLC | 74,105 | $8,748,000 | 3.28% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 29,057 | $3,498,000 | 3.19% |
| Broadview Financial Management, LLC | 30,397 | $3,659,000 | 2.93% |