ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 448 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 8.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $766,000 | -4.0% | 6,259 | -5.5% | 0.26% | -11.0% |
| Q2 2020 | $798,000 | -60.5% | 6,626 | -67.2% | 0.29% | -68.8% |
| Q1 2020 | $2,020,000 | +186.1% | 20,208 | +360.5% | 0.94% | +233.5% |
| Q4 2019 | $706,000 | +8.1% | 4,388 | +1.0% | 0.28% | -9.1% |
| Q3 2019 | $653,000 | +1.1% | 4,346 | 0.0% | 0.31% | +3.3% |
| Q2 2019 | $646,000 | +1.1% | 4,346 | +0.3% | 0.30% | +0.7% |
| Q1 2019 | $639,000 | +12.3% | 4,331 | +0.4% | 0.30% | +5.7% |
| Q4 2018 | $569,000 | -20.3% | 4,314 | +0.8% | 0.28% | -25.3% |
| Q3 2018 | $714,000 | +2.6% | 4,278 | +0.3% | 0.38% | +5.6% |
| Q2 2018 | $696,000 | +8.2% | 4,265 | 0.0% | 0.36% | +4.4% |
| Q1 2018 | $643,000 | -9.4% | 4,265 | -7.7% | 0.34% | -3.4% |
| Q4 2017 | $710,000 | +10.6% | 4,620 | +6.7% | 0.35% | +5.7% |
| Q3 2017 | $642,000 | +6.3% | 4,330 | +0.3% | 0.33% | +8.8% |
| Q2 2017 | $604,000 | -89.2% | 4,318 | 0.0% | 0.31% | -91.7% |
| Q1 2017 | $5,599,000 | – | 4,318 | – | 3.70% | – |
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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% |