ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,901,349 | +92822.4% | 77,352 | -1.0% | 1.12% | -6.1% |
| Q2 2023 | $7,427 | -0.1% | 78,105 | -1.7% | 1.19% | -5.9% |
| Q1 2023 | $7,438 | +5.4% | 79,478 | +2.9% | 1.26% | -1.8% |
| Q4 2022 | $7,056 | -99.9% | 77,271 | -1.6% | 1.29% | +1.3% |
| Q3 2022 | $6,478,000 | -10.7% | 78,563 | -3.6% | 1.27% | -7.5% |
| Q2 2022 | $7,258,000 | -11.7% | 81,525 | +1.6% | 1.37% | +5.0% |
| Q1 2022 | $8,216,000 | -3.9% | 80,240 | -1.9% | 1.31% | +5.7% |
| Q4 2021 | $8,545,000 | +7.9% | 81,777 | +3.9% | 1.24% | -0.2% |
| Q3 2021 | $7,920,000 | +4.4% | 78,677 | +9.4% | 1.24% | +4.0% |
| Q2 2021 | $7,584,000 | +20.6% | 71,933 | +15.2% | 1.19% | +12.6% |
| Q1 2021 | $6,288,000 | +153.7% | 62,419 | +104.7% | 1.06% | +140.1% |
| Q4 2020 | $2,479,000 | +769.8% | 30,486 | +1207.9% | 0.44% | +673.7% |
| Q3 2020 | $285,000 | – | 2,331 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |