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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $249,000 | +6.9% | 1,550 | 0.0% | 0.10% | -3.8% |
| Q3 2019 | $233,000 | +1.3% | 1,550 | 0.0% | 0.10% | -8.0% |
| Q2 2019 | $230,000 | +0.4% | 1,550 | 0.0% | 0.11% | -8.9% |
| Q1 2019 | $229,000 | +6.0% | 1,550 | -5.5% | 0.12% | -7.5% |
| Q4 2018 | $216,000 | -21.2% | 1,640 | 0.0% | 0.13% | 0.0% |
| Q3 2018 | $274,000 | +8.3% | 1,640 | +5.8% | 0.13% | -2.9% |
| Q2 2018 | $253,000 | +0.4% | 1,550 | -5.5% | 0.14% | -21.6% |
| Q1 2018 | $252,000 | 0.0% | 1,640 | 0.0% | 0.18% | +27.5% |
| Q4 2017 | $252,000 | +2.0% | 1,640 | 0.0% | 0.14% | -4.8% |
| Q3 2017 | $247,000 | +7.9% | 1,640 | 0.0% | 0.14% | +3.6% |
| Q2 2017 | $229,000 | +14.5% | 1,640 | +13.9% | 0.14% | -4.1% |
| Q1 2017 | $200,000 | – | 1,440 | – | 0.15% | – |
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% |