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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $962,000 | -54.1% | 11,830 | -12.4% | 0.55% | -51.0% |
| Q4 2019 | $2,098,000 | +46.9% | 13,504 | +42.1% | 1.12% | +53.6% |
| Q3 2019 | $1,428,000 | +166.9% | 9,506 | +164.1% | 0.73% | +283.2% |
| Q2 2019 | $535,000 | +0.8% | 3,600 | 0.0% | 0.19% | -4.0% |
| Q1 2019 | $531,000 | +20.1% | 3,600 | +7.5% | 0.20% | +3.1% |
| Q4 2018 | $442,000 | -8.3% | 3,350 | +16.1% | 0.19% | +7.9% |
| Q3 2018 | $482,000 | +2.3% | 2,886 | 0.0% | 0.18% | -5.3% |
| Q2 2018 | $471,000 | +24.6% | 2,886 | +15.3% | 0.19% | +24.5% |
| Q1 2018 | $378,000 | -1.8% | 2,504 | 0.0% | 0.15% | +1.3% |
| Q4 2017 | $385,000 | +3.8% | 2,504 | 0.0% | 0.15% | -2.0% |
| Q3 2017 | $371,000 | +5.1% | 2,504 | -0.9% | 0.15% | +0.7% |
| Q2 2017 | $353,000 | +0.9% | 2,526 | 0.0% | 0.15% | -3.8% |
| Q1 2017 | $350,000 | +0.3% | 2,526 | +1.4% | 0.16% | -3.1% |
| Q4 2016 | $349,000 | +22.0% | 2,491 | +8.7% | 0.16% | +19.1% |
| Q3 2016 | $286,000 | +6.7% | 2,291 | 0.0% | 0.14% | +3.0% |
| Q2 2016 | $268,000 | -13.0% | 2,291 | -15.8% | 0.13% | -19.5% |
| Q1 2016 | $308,000 | +4.8% | 2,721 | 0.0% | 0.16% | -0.6% |
| Q4 2015 | $294,000 | +3.2% | 2,721 | 0.0% | 0.16% | +15.4% |
| Q3 2015 | $285,000 | -10.9% | 2,721 | 0.0% | 0.14% | -1.4% |
| Q2 2015 | $320,000 | -1.2% | 2,721 | 0.0% | 0.14% | -4.6% |
| Q1 2015 | $324,000 | -23.2% | 2,721 | -24.0% | 0.15% | -25.5% |
| Q4 2014 | $422,000 | +9.9% | 3,580 | 0.0% | 0.20% | +1.0% |
| Q3 2014 | $384,000 | -7.0% | 3,580 | 0.0% | 0.20% | -4.7% |
| Q2 2014 | $413,000 | +1.7% | 3,580 | 0.0% | 0.21% | -4.1% |
| Q1 2014 | $406,000 | +2.0% | 3,580 | 0.0% | 0.22% | +1.8% |
| Q4 2013 | $398,000 | +8.7% | 3,580 | 0.0% | 0.22% | +0.5% |
| Q3 2013 | $366,000 | +9.3% | 3,580 | 0.0% | 0.22% | +3.8% |
| Q2 2013 | $335,000 | – | 3,580 | – | 0.21% | – |
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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% |