ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 470 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $425,000 | -21.6% | 3,226 | -0.6% | 0.09% | -7.4% |
| Q3 2018 | $542,000 | +8.0% | 3,244 | +5.6% | 0.09% | +3.3% |
| Q2 2018 | $502,000 | +11.1% | 3,072 | +2.5% | 0.09% | +5.8% |
| Q1 2018 | $452,000 | -8.1% | 2,997 | -6.5% | 0.09% | -5.5% |
| Q4 2017 | $492,000 | -4.3% | 3,206 | -7.6% | 0.09% | -49.2% |
| Q3 2017 | $514,000 | +10.5% | 3,468 | +3.5% | 0.18% | +2.9% |
| Q1 2017 | $465,000 | +1.3% | 3,351 | +2.2% | 0.17% | -4.4% |
| Q4 2016 | $459,000 | +40.8% | 3,278 | +25.4% | 0.18% | +30.0% |
| Q3 2016 | $326,000 | +13.2% | 2,615 | +6.1% | 0.14% | +15.7% |
| Q2 2016 | $288,000 | – | 2,465 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 788,291 | $94,887,000 | 13.55% |
| Palisades Hudson Asset Management, L.P. | 113,810 | $13,699,000 | 9.36% |
| One Wealth Advisors, LLC | 69,627 | $8,381,000 | 6.66% |
| Probity Advisors, Inc. | 134,440 | $16,183,000 | 5.01% |
| Centerpoint Advisors, LLC | 41,847 | $5,037,000 | 4.07% |
| MACRO Consulting Group | 42,389 | $5,102,000 | 3.54% |
| SPC Financial, Inc. | 140,190 | $16,875,000 | 3.52% |
| Ellis Investment Partners, LLC | 74,105 | $8,748,000 | 3.28% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 29,057 | $3,498,000 | 3.19% |
| Broadview Financial Management, LLC | 30,397 | $3,659,000 | 2.93% |