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 | $596,115 | -6.2% | 6,681 | 0.0% | 0.03% | -6.2% |
| Q2 2023 | $635,335 | +1.0% | 6,681 | -0.6% | 0.03% | -11.1% |
| Q1 2023 | $629,240 | -3.5% | 6,723 | -5.9% | 0.04% | -7.7% |
| Q4 2022 | $652,188 | +14.6% | 7,143 | +3.6% | 0.04% | +18.2% |
| Q3 2022 | $569,000 | -6.4% | 6,897 | +1.0% | 0.03% | -5.7% |
| Q2 2022 | $608,000 | +72.2% | 6,828 | +98.2% | 0.04% | +118.8% |
| Q1 2022 | $353,000 | +0.9% | 3,445 | +2.9% | 0.02% | -5.9% |
| Q4 2021 | $350,000 | -1.1% | 3,349 | -4.7% | 0.02% | -5.6% |
| Q3 2021 | $354,000 | -11.1% | 3,513 | -7.0% | 0.02% | -10.0% |
| Q2 2021 | $398,000 | +20.6% | 3,777 | +15.2% | 0.02% | 0.0% |
| Q1 2021 | $330,000 | +58.7% | 3,280 | +28.2% | 0.02% | +53.8% |
| Q4 2020 | $208,000 | -48.1% | 2,559 | +2.6% | 0.01% | -69.8% |
| Q4 2019 | $401,000 | +9.3% | 2,495 | +2.2% | 0.04% | 0.0% |
| Q3 2019 | $367,000 | +2.5% | 2,441 | +1.5% | 0.04% | +2.4% |
| Q2 2019 | $358,000 | +0.8% | 2,406 | 0.0% | 0.04% | -2.3% |
| Q1 2019 | $355,000 | +12.7% | 2,406 | +0.8% | 0.04% | -4.4% |
| Q4 2018 | $315,000 | -21.1% | 2,388 | 0.0% | 0.04% | -8.2% |
| Q3 2018 | $399,000 | +98.5% | 2,388 | +94.5% | 0.05% | +88.5% |
| Q2 2018 | $201,000 | – | 1,228 | – | 0.03% | – |
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% |