ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $2,994,000 | +20.7% | 28,401 | +15.3% | 0.64% | +2100.0% |
| Q1 2021 | $2,481,000 | -58.7% | 24,629 | -43.1% | 0.03% | -98.6% |
| Q1 2017 | $6,001,000 | -0.0% | 43,285 | +0.9% | 2.06% | -19.2% |
| Q4 2016 | $6,004,000 | +0.4% | 42,882 | -10.5% | 2.55% | -10.3% |
| Q3 2016 | $5,979,000 | -34.1% | 47,906 | -41.6% | 2.84% | +125.2% |
| Q1 2014 | $9,077,000 | +2.7% | 81,985 | -0.2% | 1.26% | -1.6% |
| Q4 2013 | $8,838,000 | -2.2% | 82,179 | -28.8% | 1.28% | +0.9% |
| Q3 2013 | $9,033,000 | +12.3% | 115,339 | +34.0% | 1.27% | -2.9% |
| Q2 2013 | $8,041,000 | – | 86,058 | – | 1.31% | – |
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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% |