ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 354 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $204,000 | -21.5% | 1,377 | -26.6% | 0.06% | -55.9% |
| Q1 2017 | $260,000 | -97.5% | 1,877 | -97.4% | 0.14% | -97.5% |
| Q4 2016 | $10,254,000 | +2469.9% | 73,235 | +2190.7% | 5.80% | +2139.4% |
| Q3 2016 | $399,000 | -30.2% | 3,197 | -34.7% | 0.26% | -33.6% |
| Q2 2016 | $572,000 | -32.3% | 4,898 | -34.3% | 0.39% | -24.9% |
| Q1 2016 | $845,000 | -0.8% | 7,460 | -5.3% | 0.52% | -7.5% |
| Q4 2015 | $852,000 | -19.7% | 7,876 | -22.2% | 0.56% | -47.2% |
| Q3 2015 | $1,061,000 | -12.2% | 10,125 | -1.4% | 1.06% | +35.6% |
| Q2 2015 | $1,208,000 | +4.8% | 10,266 | +5.9% | 0.78% | +15.6% |
| Q1 2015 | $1,153,000 | -27.9% | 9,697 | -28.5% | 0.68% | -47.0% |
| Q4 2014 | $1,599,000 | -87.8% | 13,558 | -88.1% | 1.28% | -89.8% |
| Q2 2014 | $13,124,000 | +18.3% | 113,696 | +4.8% | 12.54% | +160.2% |
| Q3 2013 | $11,092,000 | +8.5% | 108,508 | -0.8% | 4.82% | +1.9% |
| Q2 2013 | $10,223,000 | – | 109,412 | – | 4.73% | – |
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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% |