ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 229 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $10,120,000 | +2.4% | 85,110 | +1.6% | 0.10% | -1.9% |
| Q4 2014 | $9,878,000 | +8.3% | 83,752 | -1.5% | 0.10% | -18.0% |
| Q3 2014 | $9,119,000 | -8.3% | 84,990 | -1.3% | 0.13% | -7.9% |
| Q2 2014 | $9,943,000 | +2.1% | 86,139 | +0.4% | 0.14% | -1.4% |
| Q1 2014 | $9,734,000 | +7.6% | 85,803 | +5.6% | 0.14% | -9.6% |
| Q4 2013 | $9,043,000 | +11.5% | 81,282 | +2.4% | 0.16% | +3.3% |
| Q3 2013 | $8,111,000 | +12.3% | 79,353 | +2.7% | 0.15% | +4.9% |
| Q2 2013 | $7,221,000 | – | 77,283 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 788,291 | $94,887,000 | 13.55% |
| Palisades Hudson Asset Management, L.P. | 113,810 | $13,699,000 | 9.36% |
| One Wealth Advisors, LLC | 69,627 | $8,381,000 | 6.66% |
| Probity Advisors, Inc. | 134,440 | $16,183,000 | 5.01% |
| Centerpoint Advisors, LLC | 41,847 | $5,037,000 | 4.07% |
| MACRO Consulting Group | 42,389 | $5,102,000 | 3.54% |
| SPC Financial, Inc. | 140,190 | $16,875,000 | 3.52% |
| Ellis Investment Partners, LLC | 74,105 | $8,748,000 | 3.28% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 29,057 | $3,498,000 | 3.19% |
| Broadview Financial Management, LLC | 30,397 | $3,659,000 | 2.93% |