ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 283 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,916,000 | +1.4% | 11,476 | -0.8% | 0.40% | -12.4% |
| Q2 2018 | $1,889,000 | +2.6% | 11,569 | -5.5% | 0.46% | -1.7% |
| Q1 2018 | $1,841,000 | -2.7% | 12,236 | -0.8% | 0.47% | +7.1% |
| Q4 2017 | $1,893,000 | +3.3% | 12,329 | -0.2% | 0.44% | -7.4% |
| Q3 2017 | $1,833,000 | +40.1% | 12,356 | +32.1% | 0.47% | +24.6% |
| Q2 2017 | $1,308,000 | +4.0% | 9,355 | +3.1% | 0.38% | -8.5% |
| Q1 2017 | $1,258,000 | -0.1% | 9,073 | +0.9% | 0.41% | -19.2% |
| Q4 2016 | $1,259,000 | +13.6% | 8,991 | +1.3% | 0.51% | +3.7% |
| Q3 2016 | $1,108,000 | +1.5% | 8,877 | -5.0% | 0.49% | +7.2% |
| Q2 2016 | $1,092,000 | +4.3% | 9,349 | +1.2% | 0.46% | -0.6% |
| Q1 2016 | $1,047,000 | +34.4% | 9,239 | +28.2% | 0.46% | +18.4% |
| Q4 2015 | $779,000 | +40.1% | 7,207 | +35.7% | 0.39% | +24.5% |
| Q3 2015 | $556,000 | +1.3% | 5,310 | +13.9% | 0.31% | +3.6% |
| Q2 2015 | $549,000 | -47.5% | 4,662 | -47.0% | 0.30% | +2.0% |
| Q1 2015 | $1,046,000 | +108.0% | 8,794 | +106.4% | 0.30% | +4.6% |
| Q4 2014 | $503,000 | +30.3% | 4,261 | +18.5% | 0.28% | +21.4% |
| Q3 2014 | $386,000 | -7.2% | 3,596 | -0.2% | 0.23% | -8.2% |
| Q2 2014 | $416,000 | +1.5% | 3,602 | -0.2% | 0.26% | -5.9% |
| Q1 2014 | $410,000 | +3.5% | 3,611 | +1.4% | 0.27% | +0.4% |
| Q4 2013 | $396,000 | – | 3,562 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 292,393 | $26,087 | 14.28% |
| Cosner Financial Group, LLC | 103,871 | $9,267,355 | 8.17% |
| Forbes Financial Planning, Inc. | 79,981 | $7,135,913 | 7.65% |
| Pensionmark Financial Group, LLC | 329,889 | $29,604,803 | 5.86% |
| Probity Advisors, Inc. | 275,750 | $24,602,454 | 5.67% |
| ETFIDEA, LLC | 127,397 | $11,366,319 | 4.83% |
| Sterling Financial Planning, Inc. | 86,386 | $7,707,379 | 3.95% |
| LTG Capital LLC | 38,661 | $3,449,335 | 3.64% |
| SOUTHERN CAPITAL ADVISORS, LLC | 47,835 | $4,267,806 | 3.55% |
| Ellis Investment Partners, LLC | 152,196 | $13,578,933 | 3.49% |