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 | $1,782,437 | -0.6% | 19,978 | +5.9% | 0.03% | 0.0% |
| Q2 2023 | $1,794,063 | +13.9% | 18,867 | +12.1% | 0.03% | +4.0% |
| Q1 2023 | $1,575,400 | +14.2% | 16,833 | +11.4% | 0.02% | +4.2% |
| Q4 2022 | $1,379,694 | -3.4% | 15,110 | -12.7% | 0.02% | -14.3% |
| Q3 2022 | $1,428,000 | -10.4% | 17,318 | -3.3% | 0.03% | -6.7% |
| Q2 2022 | $1,594,000 | -14.9% | 17,907 | -2.2% | 0.03% | -3.2% |
| Q1 2022 | $1,874,000 | -9.3% | 18,303 | -7.5% | 0.03% | -6.1% |
| Q4 2021 | $2,067,000 | +7.3% | 19,786 | +3.4% | 0.03% | 0.0% |
| Q3 2021 | $1,927,000 | +14.8% | 19,143 | +20.3% | 0.03% | +13.8% |
| Q2 2021 | $1,678,000 | -3.8% | 15,918 | -8.1% | 0.03% | -21.6% |
| Q1 2021 | $1,745,000 | +23.6% | 17,323 | -0.2% | 0.04% | +15.6% |
| Q4 2020 | $1,412,000 | +21.5% | 17,364 | +83.0% | 0.03% | +6.7% |
| Q3 2020 | $1,162,000 | -87.9% | 9,490 | -88.1% | 0.03% | -89.1% |
| Q2 2020 | $9,569,000 | +23.7% | 79,496 | +2.7% | 0.28% | -1.1% |
| Q1 2020 | $7,733,000 | -35.1% | 77,381 | +4.5% | 0.28% | -20.1% |
| Q4 2019 | $11,910,000 | – | 74,066 | – | 0.35% | – |
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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% |