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 2020 | $53,000 | +1.9% | 439 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $52,000 | +2.0% | 439 | -14.6% | 0.01% | -20.0% |
| Q1 2020 | $51,000 | -38.6% | 514 | 0.0% | 0.01% | -33.3% |
| Q4 2019 | $83,000 | +7.8% | 514 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $77,000 | -1.3% | 514 | -2.7% | 0.02% | -6.2% |
| Q2 2019 | $78,000 | -19.6% | 528 | -20.5% | 0.02% | -20.0% |
| Q1 2019 | $97,000 | +21.2% | 664 | +8.1% | 0.02% | +5.3% |
| Q4 2018 | $80,000 | -23.8% | 614 | -3.9% | 0.02% | 0.0% |
| Q3 2018 | $105,000 | +1.0% | 639 | 0.0% | 0.02% | -9.5% |
| Q2 2018 | $104,000 | – | 639 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |