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 2023 | $158,990 | 0.0% | 1,782 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $158,990 | -4.7% | 1,782 | 0.0% | 0.10% | -4.6% |
| Q1 2023 | $166,777 | +2.5% | 1,782 | 0.0% | 0.11% | -3.6% |
| Q4 2022 | $162,714 | +10.7% | 1,782 | 0.0% | 0.11% | +5.7% |
| Q3 2022 | $147,000 | +2.1% | 1,782 | +10.5% | 0.11% | +8.2% |
| Q2 2022 | $144,000 | -12.7% | 1,612 | 0.0% | 0.10% | -1.0% |
| Q1 2022 | $165,000 | -1.8% | 1,612 | 0.0% | 0.10% | +1.0% |
| Q4 2021 | $168,000 | +3.7% | 1,612 | 0.0% | 0.10% | +1.0% |
| Q3 2021 | $162,000 | -4.7% | 1,612 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $170,000 | +4.9% | 1,612 | 0.0% | 0.10% | -1.0% |
| Q1 2021 | $162,000 | +23.7% | 1,612 | 0.0% | 0.10% | +13.6% |
| Q4 2020 | $131,000 | +32.3% | 1,612 | +100.0% | 0.09% | +22.2% |
| Q3 2020 | $99,000 | +2.1% | 806 | 0.0% | 0.07% | -1.4% |
| Q2 2020 | $97,000 | +438.9% | 806 | +571.7% | 0.07% | +421.4% |
| Q1 2018 | $18,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $18,000 | 0.0% | 120 | 0.0% | 0.01% | -6.7% |
| Q3 2017 | $18,000 | +5.9% | 120 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $17,000 | 0.0% | 120 | 0.0% | 0.02% | -6.2% |
| Q4 2016 | $17,000 | +13.3% | 120 | 0.0% | 0.02% | +14.3% |
| Q3 2016 | $15,000 | +7.1% | 120 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $14,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $14,000 | +7.7% | 120 | 0.0% | 0.01% | +7.7% |
| Q4 2015 | $13,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $13,000 | -7.1% | 120 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $14,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | 0.0% | 120 | 0.0% | 0.01% | -7.1% |
| Q4 2014 | $14,000 | – | 120 | – | 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% |