ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 200 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $41,000 | +2.5% | 396 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | +60.0% | 396 | +67.8% | 0.00% | +50.0% |
| Q2 2021 | $25,000 | +4.2% | 236 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | +26.3% | 236 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $19,000 | +35.7% | 236 | +100.0% | 0.00% | +100.0% |
| Q3 2020 | $14,000 | -39.1% | 118 | -38.9% | 0.00% | -66.7% |
| Q2 2020 | $23,000 | +21.1% | 193 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $19,000 | -38.7% | 193 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $31,000 | +6.9% | 193 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $29,000 | 0.0% | 193 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $29,000 | -21.6% | 193 | -23.7% | 0.00% | -20.0% |
| Q1 2019 | $37,000 | +12.1% | 253 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $33,000 | -21.4% | 253 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $42,000 | +2.4% | 253 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $41,000 | +7.9% | 253 | 0.0% | 0.01% | +20.0% |
| Q1 2018 | $38,000 | -2.6% | 253 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $39,000 | -22.0% | 253 | -24.3% | 0.01% | -14.3% |
| Q3 2017 | $50,000 | -3.8% | 334 | -9.5% | 0.01% | -12.5% |
| Q2 2017 | $52,000 | +2.0% | 369 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $51,000 | -1.9% | 369 | 0.0% | 0.01% | -11.1% |
| Q4 2016 | $52,000 | +13.0% | 369 | +0.3% | 0.01% | +12.5% |
| Q3 2016 | $46,000 | +7.0% | 368 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $43,000 | +38.7% | 368 | +34.8% | 0.01% | +60.0% |
| Q1 2016 | $31,000 | +3.3% | 273 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $30,000 | -42.3% | 273 | -44.6% | 0.01% | -44.4% |
| Q3 2015 | $52,000 | +6.1% | 493 | +18.8% | 0.01% | +12.5% |
| Q2 2015 | $49,000 | -12.5% | 415 | -12.3% | 0.01% | -20.0% |
| Q1 2015 | $56,000 | +14.3% | 473 | +14.0% | 0.01% | -16.7% |
| Q4 2014 | $49,000 | -25.8% | 415 | -32.5% | 0.01% | -25.0% |
| Q3 2014 | $66,000 | -37.1% | 615 | -31.4% | 0.02% | -36.0% |
| Q2 2014 | $105,000 | +4.0% | 897 | +1.2% | 0.02% | +4.2% |
| Q1 2014 | $101,000 | -13.7% | 886 | -15.4% | 0.02% | -17.2% |
| Q4 2013 | $117,000 | +2.6% | 1,047 | -5.4% | 0.03% | -9.4% |
| Q3 2013 | $114,000 | +1.8% | 1,107 | -6.4% | 0.03% | -3.0% |
| Q2 2013 | $112,000 | – | 1,183 | – | 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% |