ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 466 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,146,000 | +12.1% | 7,768 | +0.2% | 0.46% | -0.6% |
| Q4 2018 | $1,022,000 | -4.3% | 7,750 | +21.1% | 0.46% | +18.4% |
| Q3 2018 | $1,068,000 | -10.2% | 6,398 | -12.2% | 0.39% | -6.7% |
| Q2 2018 | $1,189,000 | +1.6% | 7,284 | -6.1% | 0.42% | -1.6% |
| Q1 2018 | $1,170,000 | -1.8% | 7,755 | 0.0% | 0.43% | -1.2% |
| Q4 2017 | $1,191,000 | +2.4% | 7,755 | -1.1% | 0.43% | -4.2% |
| Q3 2017 | $1,163,000 | +0.3% | 7,845 | -5.4% | 0.45% | -4.4% |
| Q2 2017 | $1,160,000 | +0.3% | 8,293 | -0.6% | 0.47% | -6.7% |
| Q1 2017 | $1,156,000 | -2.4% | 8,339 | -1.4% | 0.51% | -9.0% |
| Q4 2016 | $1,184,000 | +10.7% | 8,455 | -1.3% | 0.56% | +12.8% |
| Q3 2016 | $1,070,000 | +7.0% | 8,570 | +0.1% | 0.49% | -4.3% |
| Q2 2016 | $1,000,000 | +6.3% | 8,561 | +3.1% | 0.52% | +4.9% |
| Q1 2016 | $941,000 | -5.4% | 8,303 | -9.8% | 0.49% | -4.1% |
| Q4 2015 | $995,000 | +2.6% | 9,203 | -0.6% | 0.51% | -5.0% |
| Q3 2015 | $970,000 | -11.0% | 9,254 | 0.0% | 0.54% | +3.7% |
| Q2 2015 | $1,090,000 | +1.9% | 9,254 | +2.9% | 0.52% | +2.4% |
| Q1 2015 | $1,070,000 | – | 8,996 | – | 0.51% | – |
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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% |