ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,648,429 | -5.4% | 85,725 | +0.8% | 0.09% | -6.5% |
| Q2 2023 | $8,086,465 | +2.5% | 85,040 | +0.9% | 0.09% | -5.2% |
| Q1 2023 | $7,886,583 | +10.2% | 84,267 | +7.5% | 0.10% | +2.1% |
| Q4 2022 | $7,159,114 | +17.8% | 78,404 | +6.4% | 0.10% | +2.2% |
| Q3 2022 | $6,076,000 | -11.7% | 73,698 | -4.6% | 0.09% | -10.6% |
| Q2 2022 | $6,880,000 | -12.5% | 77,276 | +0.5% | 0.10% | -3.7% |
| Q1 2022 | $7,859,000 | +58.3% | 76,873 | +61.8% | 0.11% | +44.0% |
| Q4 2021 | $4,965,000 | -18.3% | 47,516 | -21.2% | 0.08% | -25.7% |
| Q3 2021 | $6,074,000 | -8.2% | 60,313 | -4.1% | 0.10% | -15.8% |
| Q2 2021 | $6,618,000 | +30.1% | 62,864 | +24.5% | 0.12% | +10.1% |
| Q1 2021 | $5,088,000 | +62.8% | 50,482 | +31.1% | 0.11% | +47.3% |
| Q4 2020 | $3,125,000 | -37.7% | 38,515 | -6.0% | 0.07% | -7.5% |
| Q3 2020 | $5,019,000 | +210.4% | 40,991 | +205.3% | 0.08% | +70.2% |
| Q2 2020 | $1,617,000 | +14.0% | 13,426 | -5.7% | 0.05% | +11.9% |
| Q1 2020 | $1,419,000 | -31.0% | 14,242 | +11.0% | 0.04% | -12.5% |
| Q4 2019 | $2,058,000 | +343.5% | 12,836 | +315.0% | 0.05% | +152.6% |
| Q3 2019 | $464,000 | -13.8% | 3,093 | -14.6% | 0.02% | -20.8% |
| Q2 2019 | $538,000 | +99.3% | 3,621 | +98.2% | 0.02% | +71.4% |
| Q1 2019 | $270,000 | -1.8% | 1,827 | -12.9% | 0.01% | -69.6% |
| Q4 2018 | $275,000 | – | 2,097 | – | 0.05% | – |
Download | ||||||
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% |