ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 480 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.64 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $492,000 | -13.2% | 3,058 | -19.1% | 0.22% | -24.6% |
| Q3 2019 | $567,000 | -15.1% | 3,778 | -15.9% | 0.28% | -17.6% |
| Q2 2019 | $668,000 | -12.5% | 4,493 | -13.1% | 0.35% | -13.7% |
| Q1 2019 | $763,000 | -25.5% | 5,173 | -15.7% | 0.40% | -22.3% |
| Q4 2018 | $1,024,000 | 0.0% | 6,133 | 0.0% | 0.52% | 0.0% |
| Q3 2018 | $1,024,000 | +0.3% | 6,133 | -1.9% | 0.52% | -6.5% |
| Q2 2018 | $1,021,000 | +11.6% | 6,253 | +3.0% | 0.55% | +4.3% |
| Q1 2018 | $915,000 | -2.6% | 6,068 | -0.7% | 0.53% | -3.1% |
| Q4 2017 | $939,000 | +7.3% | 6,113 | +3.6% | 0.55% | +2.2% |
| Q3 2017 | $875,000 | +6.1% | 5,901 | 0.0% | 0.53% | +1.1% |
| Q2 2017 | $825,000 | +13.8% | 5,901 | +12.8% | 0.53% | +8.0% |
| Q1 2017 | $725,000 | +127.3% | 5,231 | +129.3% | 0.49% | +128.5% |
| Q4 2016 | $319,000 | – | 2,281 | – | 0.21% | – |
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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% |