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 2021 | $120,000 | +4.3% | 1,152 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $115,000 | -5.0% | 1,152 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $121,000 | +27.4% | 1,152 | +21.0% | 0.01% | +16.7% |
| Q1 2021 | $95,000 | +23.4% | 952 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $77,000 | +32.8% | 952 | +100.0% | 0.01% | +25.0% |
| Q3 2020 | $58,000 | +1.8% | 476 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $57,000 | +21.3% | 476 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $47,000 | +6.8% | 476 | +70.6% | 0.01% | +66.7% |
| Q4 2019 | $44,000 | +7.3% | 279 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $41,000 | 0.0% | 279 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $41,000 | -55.4% | 279 | -55.6% | 0.00% | -55.6% |
| Q1 2019 | $92,000 | +7.0% | 629 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $86,000 | -17.3% | 629 | 0.0% | 0.01% | -9.1% |
| Q3 2018 | $104,000 | +2.0% | 629 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $102,000 | +142.9% | 629 | +125.4% | 0.01% | +120.0% |
| Q1 2018 | $42,000 | 0.0% | 279 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $42,000 | – | 279 | – | 0.01% | – |
Download | ||||||
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% |