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 ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |