ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 448 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 8.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $819,000 | -44.4% | 8,158 | -11.0% | 0.43% | -36.8% |
| Q4 2019 | $1,474,000 | -8.8% | 9,164 | -14.4% | 0.68% | -15.9% |
| Q3 2019 | $1,616,000 | +6.0% | 10,711 | +4.2% | 0.81% | +15.9% |
| Q2 2019 | $1,524,000 | -9.5% | 10,282 | -10.0% | 0.70% | -16.5% |
| Q1 2019 | $1,684,000 | +23.0% | 11,428 | +10.1% | 0.84% | +9.6% |
| Q4 2018 | $1,369,000 | +58.3% | 10,384 | +100.8% | 0.76% | +72.6% |
| Q3 2018 | $865,000 | +5.0% | 5,171 | +2.8% | 0.44% | +9.1% |
| Q2 2018 | $824,000 | +61.3% | 5,032 | +48.6% | 0.40% | +73.8% |
| Q1 2018 | $511,000 | +26.8% | 3,387 | +28.6% | 0.23% | +30.2% |
| Q4 2017 | $403,000 | +95.6% | 2,633 | +89.8% | 0.18% | +73.8% |
| Q3 2017 | $206,000 | – | 1,387 | – | 0.10% | – |
Download | ||||||
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% |