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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $88,000 | -37.6% | 527 | -43.5% | 0.02% | -41.2% |
| Q1 2018 | $141,000 | +65.9% | 933 | +69.0% | 0.03% | +61.9% |
| Q4 2017 | $85,000 | +7.6% | 552 | +3.8% | 0.02% | +5.0% |
| Q3 2017 | $79,000 | +8.2% | 532 | +2.1% | 0.02% | 0.0% |
| Q2 2017 | $73,000 | +4.3% | 521 | +4.8% | 0.02% | -9.1% |
| Q1 2017 | $70,000 | 0.0% | 497 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $70,000 | +1.4% | 497 | -10.6% | 0.02% | 0.0% |
| Q3 2016 | $69,000 | +6.2% | 556 | +0.4% | 0.02% | -4.3% |
| Q2 2016 | $65,000 | +10.2% | 554 | +6.3% | 0.02% | -4.2% |
| Q1 2016 | $59,000 | +18.0% | 521 | +9.5% | 0.02% | 0.0% |
| Q3 2015 | $50,000 | – | 476 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,206,522 | $126,070,000 | 15.26% |
| RGT Wealth Advisors, LLC | 872,930 | $91,212,000 | 13.92% |
| Palisades Hudson Asset Management, L.P. | 306,344 | $32,010,000 | 13.66% |
| Kaydan Wealth Management, Inc. | 205,215 | $21,442,952 | 8.12% |
| Probity Advisors, Inc. | 279,882 | $29,245,000 | 5.78% |
| Forbes Financial Planning, Inc. | 54,532 | $5,700,000 | 5.62% |
| Sterling Financial Planning, Inc. | 83,623 | $8,738,000 | 5.46% |
| Stone Asset Management Inc. | 78,769 | $8,231,000 | 4.85% |
| ETFIDEA, LLC | 113,210 | $11,829,313 | 4.75% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 56,659 | $5,920,000 | 4.05% |