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 | $752,751 | -12.5% | 8,437 | -6.7% | 0.08% | -9.5% |
| Q2 2023 | $860,091 | +0.9% | 9,045 | -0.7% | 0.08% | -5.6% |
| Q1 2023 | $852,154 | -6.9% | 9,105 | -9.2% | 0.09% | -13.6% |
| Q4 2022 | $915,220 | +7.7% | 10,023 | -2.8% | 0.10% | -16.3% |
| Q3 2022 | $850,000 | -9.1% | 10,314 | -1.8% | 0.12% | -1.6% |
| Q2 2022 | $935,000 | -34.5% | 10,499 | -24.7% | 0.12% | -27.3% |
| Q1 2022 | $1,428,000 | -16.8% | 13,949 | -15.0% | 0.17% | -23.9% |
| Q4 2021 | $1,716,000 | +3.3% | 16,418 | -0.5% | 0.23% | -10.3% |
| Q3 2021 | $1,661,000 | +140.4% | 16,495 | +151.7% | 0.25% | +117.2% |
| Q2 2021 | $691,000 | -60.8% | 6,554 | -62.5% | 0.12% | -71.1% |
| Q1 2021 | $1,763,000 | +575.5% | 17,497 | +445.9% | 0.40% | +481.2% |
| Q4 2020 | $261,000 | – | 3,205 | – | 0.07% | – |
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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% |