ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 461 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 4.00 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $305,000 | -71.5% | 3,055 | -54.1% | 0.19% | -65.4% |
| Q4 2019 | $1,070,000 | +4.1% | 6,654 | -2.8% | 0.54% | -4.1% |
| Q3 2019 | $1,028,000 | +0.2% | 6,845 | -0.8% | 0.56% | -0.9% |
| Q2 2019 | $1,026,000 | -0.3% | 6,902 | -1.1% | 0.57% | -2.1% |
| Q1 2019 | $1,029,000 | +7.0% | 6,978 | -4.3% | 0.58% | -22.3% |
| Q4 2018 | $962,000 | -10.9% | 7,294 | +12.8% | 0.75% | -0.7% |
| Q3 2018 | $1,080,000 | +1.7% | 6,468 | -0.6% | 0.75% | -2.8% |
| Q2 2018 | $1,062,000 | -0.7% | 6,506 | -8.3% | 0.78% | -1.9% |
| Q1 2018 | $1,070,000 | +1.2% | 7,096 | +3.1% | 0.79% | -4.9% |
| Q4 2017 | $1,057,000 | – | 6,881 | – | 0.83% | – |
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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% |