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 | $325,296 | -6.2% | 3,646 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $346,698 | +1.6% | 3,646 | 0.0% | 0.04% | -9.5% |
| Q1 2023 | $341,229 | +6.8% | 3,646 | +4.2% | 0.04% | 0.0% |
| Q4 2022 | $319,585 | -4.9% | 3,500 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $336,000 | +7.7% | 3,500 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $312,000 | -12.8% | 3,500 | 0.0% | 0.04% | -2.4% |
| Q1 2022 | $358,000 | -2.2% | 3,500 | 0.0% | 0.04% | +5.0% |
| Q4 2021 | $366,000 | +4.0% | 3,500 | 0.0% | 0.04% | -11.1% |
| Q3 2021 | $352,000 | -1.4% | 3,500 | 0.0% | 0.04% | +4.7% |
| Q2 2021 | $357,000 | +1.1% | 3,500 | 0.0% | 0.04% | -17.3% |
| Q1 2021 | $353,000 | +23.9% | 3,500 | 0.0% | 0.05% | +18.2% |
| Q4 2020 | $285,000 | +12.6% | 3,500 | 0.0% | 0.04% | +7.3% |
| Q3 2020 | $253,000 | -44.6% | 3,500 | -7.9% | 0.04% | -54.4% |
| Q2 2020 | $457,000 | +6.3% | 3,800 | -11.6% | 0.09% | -15.9% |
| Q1 2020 | $430,000 | -47.8% | 4,300 | -16.1% | 0.11% | -32.7% |
| Q4 2019 | $824,000 | +5.0% | 5,125 | -1.9% | 0.16% | -5.9% |
| Q3 2019 | $785,000 | +0.8% | 5,225 | -0.3% | 0.17% | -3.4% |
| Q2 2019 | $779,000 | +2.0% | 5,240 | +1.3% | 0.18% | -2.8% |
| Q1 2019 | $764,000 | +12.0% | 5,175 | 0.0% | 0.18% | +2.9% |
| Q4 2018 | $682,000 | – | 5,175 | – | 0.18% | – |
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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% |