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. | 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% |