ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 200 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $886,000 | +6.5% | 7,234 | +4.7% | 0.03% | -3.2% |
| Q2 2020 | $832,000 | +25.5% | 6,909 | +4.1% | 0.03% | +6.9% |
| Q1 2020 | $663,000 | -18.8% | 6,636 | +30.6% | 0.03% | +3.6% |
| Q4 2019 | $817,000 | -58.1% | 5,083 | -60.7% | 0.03% | -59.4% |
| Q3 2019 | $1,952,000 | +128.3% | 12,939 | +125.0% | 0.07% | +130.0% |
| Q2 2019 | $855,000 | -64.1% | 5,750 | -64.4% | 0.03% | -63.4% |
| Q1 2019 | $2,380,000 | -23.8% | 16,130 | -32.0% | 0.08% | -33.3% |
| Q4 2018 | $3,125,000 | -68.6% | 23,706 | -60.1% | 0.12% | -63.9% |
| Q3 2018 | $9,939,000 | +149.3% | 59,370 | +142.7% | 0.34% | +127.3% |
| Q2 2018 | $3,987,000 | -14.6% | 24,460 | -20.8% | 0.15% | -16.7% |
| Q1 2018 | $4,668,000 | +8.4% | 30,881 | +10.3% | 0.18% | +5.3% |
| Q4 2017 | $4,306,000 | +6.4% | 27,996 | +2.6% | 0.17% | -1.7% |
| Q3 2017 | $4,046,000 | -7.4% | 27,297 | -12.6% | 0.17% | -10.8% |
| Q2 2017 | $4,367,000 | +28.9% | 31,245 | +27.8% | 0.20% | +11.4% |
| Q1 2017 | $3,389,000 | -46.1% | 24,441 | -45.5% | 0.18% | -45.0% |
| Q4 2016 | $6,283,000 | -46.3% | 44,873 | -52.1% | 0.32% | -48.8% |
| Q3 2016 | $11,694,000 | +15.4% | 93,696 | +8.0% | 0.62% | +10.1% |
| Q2 2016 | $10,132,000 | +108.6% | 86,722 | +102.2% | 0.56% | +108.9% |
| Q1 2016 | $4,858,000 | +20.2% | 42,899 | +14.6% | 0.27% | +29.2% |
| Q4 2015 | $4,043,000 | -10.0% | 37,420 | -12.7% | 0.21% | -15.4% |
| Q3 2015 | $4,492,000 | -14.7% | 42,887 | -4.1% | 0.25% | +4.7% |
| Q2 2015 | $5,266,000 | -24.0% | 44,718 | -23.3% | 0.24% | -48.5% |
| Q1 2015 | $6,929,000 | -17.5% | 58,311 | -18.2% | 0.46% | -25.0% |
| Q4 2014 | $8,401,000 | +20.2% | 71,283 | +9.5% | 0.61% | +10.3% |
| Q3 2014 | $6,988,000 | -39.6% | 65,105 | -35.1% | 0.55% | -34.7% |
| Q2 2014 | $11,575,000 | +11.9% | 100,239 | +10.0% | 0.85% | +9.3% |
| Q1 2014 | $10,347,000 | +15.6% | 91,152 | +13.4% | 0.78% | +8.4% |
| Q4 2013 | $8,948,000 | -26.1% | 80,385 | -32.1% | 0.72% | +1.7% |
| Q3 2013 | $12,115,000 | +31.9% | 118,438 | +20.6% | 0.70% | -3.7% |
| Q2 2013 | $9,187,000 | – | 98,229 | – | 0.73% | – |
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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% |