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 | $4,091,005 | -7.1% | 45,853 | -1.0% | 0.16% | -9.6% |
| Q2 2023 | $4,404,759 | +3.7% | 46,322 | +2.0% | 0.18% | -3.8% |
| Q1 2023 | $4,249,642 | -4.7% | 45,407 | -7.0% | 0.18% | -12.4% |
| Q4 2022 | $4,459,580 | +10.4% | 48,840 | -0.3% | 0.21% | -0.9% |
| Q3 2022 | $4,039,000 | -12.3% | 48,990 | -5.3% | 0.21% | -12.4% |
| Q2 2022 | $4,607,000 | -8.7% | 51,750 | +5.1% | 0.24% | -3.6% |
| Q1 2022 | $5,044,000 | -2.5% | 49,260 | -0.5% | 0.25% | -2.7% |
| Q4 2021 | $5,173,000 | -0.3% | 49,510 | -4.0% | 0.26% | -12.8% |
| Q3 2021 | $5,191,000 | -4.5% | 51,564 | 0.0% | 0.30% | -10.0% |
| Q2 2021 | $5,436,000 | +4.6% | 51,564 | -0.1% | 0.33% | -20.9% |
| Q1 2021 | $5,199,000 | +23.9% | 51,604 | 0.0% | 0.42% | +30.0% |
| Q4 2020 | $4,196,000 | +32.8% | 51,604 | +100.0% | 0.32% | +18.5% |
| Q3 2020 | $3,159,000 | +3.5% | 25,802 | +1.8% | 0.27% | -5.3% |
| Q2 2020 | $3,051,000 | +61.8% | 25,350 | +34.3% | 0.28% | +38.3% |
| Q1 2020 | $1,886,000 | – | 18,869 | – | 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% |