ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $10,024,000 | +56.6% | 67,447 | +58.3% | 0.16% | +60.0% |
| Q3 2019 | $6,400,000 | -36.2% | 42,613 | -36.8% | 0.10% | -37.5% |
| Q2 2019 | $10,024,000 | +0.5% | 67,447 | -0.2% | 0.16% | -5.3% |
| Q1 2019 | $9,972,000 | +29.0% | 67,590 | +15.3% | 0.17% | +16.6% |
| Q4 2018 | $7,731,000 | -8.7% | 58,637 | +15.6% | 0.14% | +0.7% |
| Q3 2018 | $8,465,000 | +14.6% | 50,711 | +12.1% | 0.14% | +10.8% |
| Q2 2018 | $7,386,000 | +26.7% | 45,238 | +17.1% | 0.13% | +20.4% |
| Q1 2018 | $5,828,000 | -18.8% | 38,638 | -17.3% | 0.11% | -17.6% |
| Q4 2017 | $7,174,000 | +5.6% | 46,718 | +1.9% | 0.13% | +0.8% |
| Q3 2017 | $6,796,000 | +180.7% | 45,826 | +164.6% | 0.13% | +165.3% |
| Q2 2017 | $2,421,000 | -5.5% | 17,318 | -6.3% | 0.05% | -14.0% |
| Q1 2017 | $2,563,000 | +10.0% | 18,487 | +11.1% | 0.06% | 0.0% |
| Q4 2016 | $2,331,000 | -45.0% | 16,646 | -51.0% | 0.06% | -48.6% |
| Q3 2016 | $4,239,000 | -51.4% | 33,962 | -54.5% | 0.11% | -53.8% |
| Q2 2016 | $8,722,000 | +4.1% | 74,656 | +1.0% | 0.24% | -4.4% |
| Q1 2016 | $8,377,000 | +13.8% | 73,926 | +8.7% | 0.25% | +4.1% |
| Q4 2015 | $7,359,000 | +90.6% | 68,040 | +84.7% | 0.24% | +70.9% |
| Q3 2015 | $3,861,000 | -2.5% | 36,842 | +9.5% | 0.14% | -2.1% |
| Q2 2015 | $3,961,000 | +7.5% | 33,637 | +8.6% | 0.14% | +3.6% |
| Q1 2015 | $3,683,000 | – | 30,971 | – | 0.14% | – |
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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% |