ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 370 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.56 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,004,000 | +2.2% | 6,016 | 0.0% | 0.16% | -3.7% |
| Q2 2018 | $982,000 | +30.2% | 6,016 | +20.3% | 0.16% | +24.2% |
| Q1 2018 | $754,000 | +22.8% | 5,000 | +25.0% | 0.13% | +23.4% |
| Q4 2017 | $614,000 | +106.7% | 4,000 | +100.0% | 0.11% | +98.1% |
| Q3 2017 | $297,000 | +6.1% | 2,000 | 0.0% | 0.05% | +1.9% |
| Q2 2017 | $280,000 | +34.6% | 2,000 | +33.3% | 0.05% | +29.3% |
| Q1 2017 | $208,000 | -1.0% | 1,500 | 0.0% | 0.04% | -2.4% |
| Q4 2016 | $210,000 | – | 1,500 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,206,522 | $126,070,000 | 15.26% |
| RGT Wealth Advisors, LLC | 872,930 | $91,212,000 | 13.92% |
| Palisades Hudson Asset Management, L.P. | 306,344 | $32,010,000 | 13.66% |
| Kaydan Wealth Management, Inc. | 205,215 | $21,442,952 | 8.12% |
| Probity Advisors, Inc. | 279,882 | $29,245,000 | 5.78% |
| Forbes Financial Planning, Inc. | 54,532 | $5,700,000 | 5.62% |
| Sterling Financial Planning, Inc. | 83,623 | $8,738,000 | 5.46% |
| Stone Asset Management Inc. | 78,769 | $8,231,000 | 4.85% |
| ETFIDEA, LLC | 113,210 | $11,829,313 | 4.75% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 56,659 | $5,920,000 | 4.05% |