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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $381,000 | -34.2% | 2,370 | -38.6% | 0.35% | -37.3% |
| Q3 2019 | $579,000 | -22.2% | 3,858 | -22.9% | 0.55% | -24.0% |
| Q2 2019 | $744,000 | -12.2% | 5,003 | -12.8% | 0.73% | -16.6% |
| Q1 2019 | $847,000 | -34.3% | 5,740 | -40.9% | 0.87% | -48.7% |
| Q4 2018 | $1,289,000 | -47.2% | 9,717 | -33.6% | 1.70% | -41.3% |
| Q3 2018 | $2,442,000 | -7.6% | 14,634 | -9.0% | 2.90% | +28.7% |
| Q2 2018 | $2,642,000 | +8.9% | 16,090 | -2.4% | 2.25% | +7.4% |
| Q1 2018 | $2,425,000 | -7.2% | 16,492 | -1.5% | 2.10% | -4.5% |
| Q4 2017 | $2,614,000 | +14.7% | 16,737 | +9.1% | 2.19% | +15.7% |
| Q3 2017 | $2,279,000 | -51.4% | 15,336 | -54.6% | 1.90% | -53.1% |
| Q2 2017 | $4,694,000 | +46.0% | 33,751 | +41.3% | 4.04% | +38.3% |
| Q1 2017 | $3,216,000 | +524.5% | 23,885 | +539.1% | 2.92% | +514.3% |
| Q4 2016 | $515,000 | – | 3,737 | – | 0.48% | – |
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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% |