Polaris Wealth Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 229 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
Polaris Wealth Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2015$13,697,000
-5.6%
126,634
-8.5%
2.21%
-25.5%
Q3 2015$14,505,000
-11.9%
138,419
-1.0%
2.97%
-9.4%
Q2 2015$16,472,000
-4.2%
139,878
-3.3%
3.27%
+4.7%
Q1 2015$17,199,000
-3.2%
144,635
-4.0%
3.13%
-14.4%
Q4 2014$17,776,000
+12.0%
150,718
+1.9%
3.65%
+2.5%
Q3 2014$15,872,000
-32.7%
147,933
-27.6%
3.56%
-32.2%
Q2 2014$23,593,000
+139.8%
204,394
+135.7%
5.25%
+128.1%
Q1 2014$9,840,000
+3.6%
86,730
+1.6%
2.30%
-1.4%
Q4 2013$9,494,000
-99.9%
85,327
-44.1%
2.34%
-51.9%
Q3 2013$15,610,936,000
+11.2%
152,719
+1.7%
4.85%
-14.0%
Q2 2013$14,037,585,000150,2315.64%
Other shareholders
ISHARES TR shareholders Q1 2014
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders