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 2022 | $209,000 | -86.6% | 2,531 | -83.7% | 0.02% | -88.4% |
| Q3 2021 | $1,565,000 | -36.2% | 15,537 | -33.2% | 0.17% | -49.7% |
| Q2 2021 | $2,452,000 | +35.9% | 23,259 | +29.9% | 0.34% | +48.9% |
| Q1 2021 | $1,804,000 | +30.6% | 17,907 | +5.4% | 0.23% | +17.9% |
| Q4 2020 | $1,381,000 | +30.0% | 16,983 | +123.8% | 0.20% | -60.0% |
| Q4 2016 | $1,062,000 | +15.4% | 7,587 | +2.9% | 0.49% | -7.0% |
| Q3 2016 | $920,000 | +7.2% | 7,375 | +0.4% | 0.53% | -2.4% |
| Q2 2016 | $858,000 | – | 7,345 | – | 0.54% | – |
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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% |