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 | $302,579 | -40.6% | 3,391 | -36.7% | 0.01% | -28.6% |
| Q2 2023 | $509,783 | -86.5% | 5,361 | -86.7% | 0.01% | -85.9% |
| Q1 2023 | $3,774,059 | +1030.0% | 40,325 | +1116.4% | 0.10% | +33.8% |
| Q1 2021 | $334,000 | -73.0% | 3,315 | -67.1% | 0.07% | +221.7% |
| Q3 2020 | $1,235,000 | -12.4% | 10,087 | -13.9% | 0.02% | -17.9% |
| Q2 2020 | $1,410,000 | -24.9% | 11,717 | -37.6% | 0.03% | -51.7% |
| Q1 2020 | $1,877,000 | +239.4% | 18,776 | +446.0% | 0.06% | +241.2% |
| Q4 2019 | $553,000 | +47.9% | 3,439 | +37.9% | 0.02% | +13.3% |
| Q3 2019 | $374,000 | -46.3% | 2,493 | -46.8% | 0.02% | -50.0% |
| Q2 2019 | $697,000 | +245.0% | 4,688 | +242.4% | 0.03% | +150.0% |
| Q1 2019 | $202,000 | -47.5% | 1,369 | -53.1% | 0.01% | -76.0% |
| Q4 2018 | $385,000 | -27.2% | 2,919 | -7.8% | 0.05% | +66.7% |
| Q3 2018 | $529,000 | +135.1% | 3,166 | +129.6% | 0.03% | +87.5% |
| Q2 2018 | $225,000 | -90.1% | 1,379 | -93.5% | 0.02% | -94.1% |
| Q4 2015 | $2,278,000 | +837.4% | 21,061 | +807.8% | 0.27% | +2.7% |
| Q3 2015 | $243,000 | +6.1% | 2,320 | +19.4% | 0.26% | +20.7% |
| Q2 2015 | $229,000 | +3.2% | 1,943 | +4.0% | 0.22% | -17.5% |
| Q1 2015 | $222,000 | – | 1,868 | – | 0.26% | – |
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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% |