ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 283 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $804,000 | +12.1% | 5,745 | 0.0% | 0.56% | +14.9% |
| Q3 2016 | $717,000 | +6.9% | 5,745 | 0.0% | 0.49% | +7.4% |
| Q2 2016 | $671,000 | +3.1% | 5,745 | 0.0% | 0.46% | -5.2% |
| Q1 2016 | $651,000 | +4.8% | 5,745 | 0.0% | 0.48% | -0.4% |
| Q4 2015 | $621,000 | +2.6% | 5,745 | +8.6% | 0.48% | +1.7% |
| Q3 2015 | $605,000 | +113.8% | 5,290 | +120.4% | 0.48% | +113.5% |
| Q2 2015 | $283,000 | -0.7% | 2,400 | 0.0% | 0.22% | -3.5% |
| Q1 2015 | $285,000 | +0.7% | 2,400 | 0.0% | 0.23% | +8.5% |
| Q4 2014 | $283,000 | – | 2,400 | – | 0.21% | – |
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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% |