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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $264,000 | +6.9% | 1,642 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $247,000 | +6.5% | 1,642 | +5.1% | 0.05% | +2.1% |
| Q2 2019 | $232,000 | +2.2% | 1,563 | +1.6% | 0.05% | 0.0% |
| Q1 2019 | $227,000 | +10.7% | 1,538 | -1.0% | 0.05% | 0.0% |
| Q4 2018 | $205,000 | -16.3% | 1,553 | +3.6% | 0.05% | -6.0% |
| Q2 2018 | $245,000 | +4.3% | 1,499 | -3.7% | 0.05% | 0.0% |
| Q1 2018 | $235,000 | +0.9% | 1,557 | +2.6% | 0.05% | +2.0% |
| Q4 2017 | $233,000 | -2.5% | 1,517 | -5.9% | 0.05% | -7.5% |
| Q3 2017 | $239,000 | +5.3% | 1,612 | -0.8% | 0.05% | +3.9% |
| Q2 2017 | $227,000 | +3.7% | 1,625 | +2.8% | 0.05% | -3.8% |
| Q1 2017 | $219,000 | – | 1,580 | – | 0.05% | – |
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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% |