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 | $357,000 | +0.8% | 3,000 | 0.0% | 0.05% | -2.1% |
| Q4 2014 | $354,000 | +9.9% | 3,000 | 0.0% | 0.05% | +6.7% |
| Q3 2014 | $322,000 | -10.1% | 3,000 | -3.2% | 0.04% | +9.8% |
| Q2 2014 | $358,000 | +1.7% | 3,100 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $352,000 | +2.0% | 3,100 | 0.0% | 0.04% | 0.0% |
| Q4 2013 | $345,000 | -36.8% | 3,100 | -41.9% | 0.04% | -39.7% |
| Q3 2013 | $546,000 | +9.4% | 5,340 | 0.0% | 0.07% | +4.6% |
| Q2 2013 | $499,000 | – | 5,340 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |