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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $233,744 | +3.0% | 2,498 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $227,011 | +0.9% | 2,486 | -8.9% | 0.01% | -20.0% |
| Q3 2022 | $225,000 | -13.8% | 2,729 | -6.8% | 0.02% | -16.7% |
| Q2 2022 | $261,000 | -99.8% | 2,927 | -99.8% | 0.02% | -99.9% |
| Q1 2022 | $152,698,000 | +123.7% | 1,491,341 | +130.1% | 12.54% | +366.0% |
| Q4 2021 | $68,246,000 | -42.6% | 648,004 | -45.1% | 2.69% | -72.8% |
| Q3 2021 | $118,906,000 | +97.8% | 1,181,144 | +107.1% | 9.89% | +91.6% |
| Q2 2021 | $60,124,000 | +1047.0% | 570,275 | +996.1% | 5.16% | +760.0% |
| Q1 2021 | $5,242,000 | +26.3% | 52,030 | +2.0% | 0.60% | +34.8% |
| Q4 2020 | $4,150,000 | +1914.6% | 51,030 | +2380.8% | 0.44% | +888.9% |
| Q1 2020 | $206,000 | -98.1% | 2,057 | -97.0% | 0.04% | -97.9% |
| Q4 2019 | $10,933,000 | +7.2% | 67,994 | +0.1% | 2.11% | +2.1% |
| Q3 2019 | $10,200,000 | +43.7% | 67,914 | +59.8% | 2.06% | +36.4% |
| Q3 2018 | $7,096,000 | +2.7% | 42,508 | +0.4% | 1.51% | -4.1% |
| Q2 2018 | $6,911,000 | +389.4% | 42,329 | +274.1% | 1.58% | +442.3% |
| Q3 2016 | $1,412,000 | – | 11,314 | – | 0.29% | – |
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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% |