ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $216,138 | -6.1% | 2,097 | -18.7% | 0.02% | -15.0% |
| Q3 2023 | $230,098 | -6.2% | 2,579 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $245,237 | +22.2% | 2,579 | +20.2% | 0.02% | +17.6% |
| Q1 2023 | $200,751 | +2.5% | 2,145 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $195,860 | +10.7% | 2,145 | 0.0% | 0.02% | -25.0% |
| Q3 2022 | $177,000 | -7.3% | 2,145 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $191,000 | -13.2% | 2,145 | 0.0% | 0.02% | +8.7% |
| Q1 2022 | $220,000 | -1.8% | 2,145 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $224,000 | +3.7% | 2,145 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $216,000 | 0.0% | 2,145 | +4.7% | 0.02% | 0.0% |
| Q2 2021 | $216,000 | +62.4% | 2,049 | +55.6% | 0.02% | +50.0% |
| Q1 2021 | $133,000 | +30.4% | 1,317 | +5.4% | 0.02% | +23.1% |
| Q4 2020 | $102,000 | +10100.0% | 1,250 | +12400.0% | 0.01% | – |
| Q3 2020 | $1,000 | -92.3% | 10 | -91.1% | 0.00% | -100.0% |
| Q2 2020 | $13,000 | +18.2% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -67.6% | 112 | -47.7% | 0.00% | -60.0% |
| Q4 2019 | $34,000 | +6.2% | 214 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $32,000 | 0.0% | 214 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $32,000 | 0.0% | 214 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $32,000 | +14.3% | 214 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $28,000 | -22.2% | 214 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $36,000 | +2.9% | 214 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $35,000 | +9.4% | 214 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $32,000 | +100.0% | 214 | +109.8% | 0.01% | +150.0% |
| Q4 2017 | $16,000 | – | 102 | – | 0.00% | – |
Download | ||||||
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% |