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 | $432,000 | +3.8% | 4,136 | 0.0% | 0.10% | -9.6% |
| Q3 2021 | $416,000 | -27.4% | 4,136 | -23.9% | 0.12% | -46.8% |
| Q2 2021 | $573,000 | +2.9% | 5,434 | -1.8% | 0.22% | +18.0% |
| Q1 2021 | $557,000 | +22.1% | 5,531 | -1.5% | 0.18% | +12.3% |
| Q4 2020 | $456,000 | +31.4% | 5,614 | +98.0% | 0.16% | +8.7% |
| Q3 2020 | $347,000 | -1.4% | 2,836 | -3.1% | 0.15% | -10.7% |
| Q2 2020 | $352,000 | +18.9% | 2,926 | -1.0% | 0.17% | +2.4% |
| Q1 2020 | $296,000 | -38.5% | 2,957 | -1.2% | 0.16% | -28.1% |
| Q4 2019 | $481,000 | -1.2% | 2,994 | -7.7% | 0.23% | -7.3% |
| Q3 2019 | $487,000 | -2.0% | 3,245 | -2.9% | 0.25% | -9.9% |
| Q2 2019 | $497,000 | +0.8% | 3,343 | 0.0% | 0.27% | -0.4% |
| Q1 2019 | $493,000 | +10.0% | 3,343 | -1.6% | 0.27% | -1.4% |
| Q4 2018 | $448,000 | -21.0% | 3,398 | 0.0% | 0.28% | -11.2% |
| Q3 2018 | $567,000 | +2.2% | 3,398 | 0.0% | 0.31% | -0.9% |
| Q2 2018 | $555,000 | +6.1% | 3,398 | -2.1% | 0.32% | +5.0% |
| Q1 2018 | $523,000 | -1.9% | 3,470 | 0.0% | 0.30% | +3.4% |
| Q4 2017 | $533,000 | +3.5% | 3,470 | 0.0% | 0.29% | -0.3% |
| Q3 2017 | $515,000 | +2.4% | 3,470 | -3.6% | 0.29% | -2.3% |
| Q2 2017 | $503,000 | +0.4% | 3,600 | -0.4% | 0.30% | -1.3% |
| Q1 2017 | $501,000 | -1.0% | 3,614 | 0.0% | 0.30% | -2.9% |
| Q4 2016 | $506,000 | +11.2% | 3,614 | -0.9% | 0.31% | +9.9% |
| Q3 2016 | $455,000 | -4.6% | 3,646 | -10.7% | 0.28% | -4.4% |
| Q2 2016 | $477,000 | +2.4% | 4,083 | -0.7% | 0.30% | +1.4% |
| Q1 2016 | $466,000 | +8.1% | 4,112 | 0.0% | 0.29% | +2.4% |
| Q3 2015 | $431,000 | -7.5% | 4,112 | 0.0% | 0.29% | -2.7% |
| Q2 2015 | $466,000 | -4.7% | 4,112 | 0.0% | 0.29% | -4.9% |
| Q1 2015 | $489,000 | +0.8% | 4,112 | 0.0% | 0.31% | +7.3% |
| Q4 2014 | $485,000 | – | 4,112 | – | 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% |