ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 229 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $819,000 | -75.4% | 6,944 | -77.6% | 0.29% | -75.3% |
| Q3 2014 | $3,323,000 | -6.2% | 30,977 | +0.9% | 1.16% | -5.5% |
| Q2 2014 | $3,544,000 | -49.3% | 30,702 | -50.2% | 1.23% | -8.6% |
| Q1 2014 | $6,996,000 | +134.8% | 61,660 | +130.3% | 1.34% | +8.6% |
| Q4 2013 | $2,979,000 | +13.6% | 26,771 | +4.4% | 1.24% | -6.5% |
| Q3 2013 | $2,622,000 | +16.4% | 25,648 | +6.4% | 1.32% | -12.0% |
| Q2 2013 | $2,253,000 | – | 24,116 | – | 1.50% | – |
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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% |