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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $244,712,000 | -3.9% | 1,765 | -3.0% | 0.15% | -6.2% |
| Q4 2016 | $254,705,000 | +12.4% | 1,819 | +0.2% | 0.16% | +15.8% |
| Q3 2016 | $226,560,000 | +7.1% | 1,815 | +0.2% | 0.14% | +6.9% |
| Q2 2016 | $211,588,000 | +3.6% | 1,811 | +0.4% | 0.13% | +13.0% |
| Q1 2016 | $204,287,000 | +5.0% | 1,803 | +0.3% | 0.12% | +2.7% |
| Q4 2015 | $194,476,000 | +3.8% | 1,798 | +0.6% | 0.11% | -5.1% |
| Q3 2015 | $187,350,000 | -11.0% | 1,788 | 0.0% | 0.12% | -1.7% |
| Q2 2015 | $210,538,000 | +14.9% | 1,788 | +16.0% | 0.12% | +18.8% |
| Q1 2015 | $183,235,000 | +33.0% | 1,541 | +32.0% | 0.10% | -2.9% |
| Q4 2014 | $137,753,000 | -24.8% | 1,167 | -24.3% | 0.10% | +3.0% |
| Q1 2014 | $183,235,000 | – | 1,541 | – | 0.10% | – |
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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% |