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 | $4,305 | -3.9% | 48,247 | +2.4% | 0.16% | -1.8% |
| Q2 2023 | $4,482 | +4.9% | 47,133 | +3.3% | 0.16% | -0.6% |
| Q1 2023 | $4,272 | +3.9% | 45,646 | +1.4% | 0.16% | -2.4% |
| Q4 2022 | $4,111 | -99.8% | 45,025 | +52.0% | 0.17% | +40.0% |
| Q3 2022 | $2,442,000 | -6.9% | 29,622 | +0.6% | 0.12% | +0.8% |
| Q2 2022 | $2,622,000 | -11.3% | 29,447 | +2.0% | 0.12% | -6.3% |
| Q1 2022 | $2,955,000 | -1.2% | 28,861 | +0.9% | 0.13% | -2.3% |
| Q4 2021 | $2,990,000 | -17.4% | 28,614 | -20.5% | 0.13% | -24.4% |
| Q3 2021 | $3,621,000 | -4.7% | 35,972 | -0.2% | 0.17% | -6.0% |
| Q2 2021 | $3,800,000 | -3.2% | 36,046 | -7.5% | 0.18% | -12.4% |
| Q1 2021 | $3,925,000 | +199.4% | 38,961 | +141.6% | 0.21% | +161.2% |
| Q4 2020 | $1,311,000 | – | 16,127 | – | 0.08% | – |
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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% |