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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $272,000 | +2.3% | 1,632 | 0.0% | 0.12% | -4.1% |
| Q2 2018 | $266,000 | +8.1% | 1,632 | 0.0% | 0.12% | +13.9% |
| Q1 2018 | $246,000 | -2.8% | 1,632 | -0.8% | 0.11% | -1.8% |
| Q4 2017 | $253,000 | +5.4% | 1,645 | -0.3% | 0.11% | +3.8% |
| Q3 2017 | $240,000 | +4.3% | 1,650 | +0.3% | 0.11% | +1.0% |
| Q2 2017 | $230,000 | +0.4% | 1,645 | 0.0% | 0.10% | -1.9% |
| Q1 2017 | $229,000 | -18.5% | 1,645 | -18.2% | 0.11% | -26.2% |
| Q4 2016 | $281,000 | +11.1% | 2,010 | -1.0% | 0.14% | -17.1% |
| Q3 2016 | $253,000 | +6.8% | 2,030 | 0.0% | 0.18% | -5.9% |
| Q2 2016 | $237,000 | +3.0% | 2,030 | 0.0% | 0.19% | +17.0% |
| Q1 2016 | $230,000 | -80.4% | 2,030 | -81.3% | 0.16% | -79.8% |
| Q4 2015 | $1,171,000 | -86.1% | 10,830 | -84.7% | 0.79% | -87.5% |
| Q1 2015 | $8,405,000 | +11.6% | 70,683 | +10.7% | 6.31% | +7.7% |
| Q4 2014 | $7,529,000 | – | 63,840 | – | 5.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |