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% | – |
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% |