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 2022 | $11,596 | +1059.6% | 127 | +1054.5% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -87.5% | 11 | -84.1% | 0.00% | – |
| Q2 2020 | $8,000 | +700.0% | 69 | +527.3% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 11 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -81.8% | 11 | -85.5% | 0.00% | -100.0% |
| Q1 2018 | $11,000 | -8.3% | 76 | -5.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | – | 80 | – | 0.00% | – |
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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% |