ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 190 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 2.54 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $386,000 | -1.3% | 2,515 | -4.7% | 0.21% | -1.8% |
| Q3 2017 | $391,000 | -62.1% | 2,640 | -64.2% | 0.22% | -7.3% |
| Q2 2017 | $1,032,000 | +58.0% | 7,383 | +57.0% | 0.23% | +22.5% |
| Q1 2017 | $653,000 | -40.7% | 4,704 | -40.2% | 0.19% | -28.7% |
| Q4 2016 | $1,102,000 | +7.4% | 7,868 | -4.3% | 0.27% | +24.1% |
| Q3 2016 | $1,026,000 | +7.0% | 8,218 | +0.1% | 0.22% | +2.4% |
| Q2 2016 | $959,000 | +3.5% | 8,208 | +0.2% | 0.21% | +5.5% |
| Q1 2016 | $927,000 | +14.3% | 8,188 | +18.9% | 0.20% | +41.8% |
| Q4 2015 | $811,000 | 0.0% | 6,888 | 0.0% | 0.14% | 0.0% |
| Q3 2015 | $811,000 | -11.3% | 6,888 | -11.3% | 0.14% | -34.4% |
| Q2 2015 | $914,000 | +13.1% | 7,765 | +14.4% | 0.22% | +16.8% |
| Q1 2015 | $808,000 | +0.2% | 6,790 | -0.7% | 0.18% | 0.0% |
| Q4 2014 | $806,000 | +8.3% | 6,835 | -1.4% | 0.18% | +7.6% |
| Q3 2014 | $744,000 | -9.0% | 6,935 | -2.1% | 0.17% | -9.0% |
| Q2 2014 | $818,000 | +1.2% | 7,085 | -0.4% | 0.19% | 0.0% |
| Q1 2014 | $808,000 | +1.3% | 7,115 | -0.8% | 0.19% | +2.7% |
| Q4 2013 | $798,000 | +11.1% | 7,170 | +2.0% | 0.18% | +2.2% |
| Q3 2013 | $718,000 | +9.1% | 7,030 | -0.1% | 0.18% | +5.9% |
| Q2 2013 | $658,000 | – | 7,040 | – | 0.17% | – |
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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% |