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 | $549 | -8.7% | 6,150 | -2.8% | 0.08% | -6.6% |
| Q2 2023 | $601 | -99.9% | 6,325 | +2.8% | 0.09% | -3.2% |
| Q1 2023 | $575,578 | +7.5% | 6,150 | +4.9% | 0.09% | -1.1% |
| Q4 2022 | $535,533 | +39.8% | 5,865 | +26.3% | 0.10% | +18.8% |
| Q3 2022 | $383,000 | -9.2% | 4,645 | -1.9% | 0.08% | -5.9% |
| Q2 2022 | $422,000 | -10.6% | 4,735 | +2.7% | 0.08% | 0.0% |
| Q1 2022 | $472,000 | -2.1% | 4,610 | 0.0% | 0.08% | -2.3% |
| Q4 2021 | $482,000 | +11.1% | 4,610 | +6.8% | 0.09% | +1.2% |
| Q3 2021 | $434,000 | -4.6% | 4,315 | 0.0% | 0.09% | -4.4% |
| Q2 2021 | $455,000 | +4.6% | 4,315 | 0.0% | 0.09% | -2.2% |
| Q1 2021 | $435,000 | +23.6% | 4,315 | -0.3% | 0.09% | +12.2% |
| Q4 2020 | $352,000 | +29.4% | 4,330 | +94.6% | 0.08% | +9.3% |
| Q3 2020 | $272,000 | +5.8% | 2,225 | +4.2% | 0.08% | +2.7% |
| Q2 2020 | $257,000 | +16.8% | 2,135 | +55.8% | 0.07% | +32.7% |
| Q4 2019 | $220,000 | -6.4% | 1,370 | -12.5% | 0.06% | -14.1% |
| Q3 2019 | $235,000 | +0.9% | 1,565 | 0.0% | 0.06% | +1.6% |
| Q2 2019 | $233,000 | +5.4% | 1,565 | +4.7% | 0.06% | +1.6% |
| Q1 2019 | $221,000 | – | 1,495 | – | 0.06% | – |
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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% |