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 | $5,090,413 | -59.6% | 57,055 | -57.0% | 0.04% | -56.7% |
| Q2 2023 | $12,613,466 | +73.7% | 132,647 | +71.0% | 0.09% | +26.8% |
| Q1 2023 | $7,260,241 | +15.9% | 77,575 | +13.1% | 0.07% | -6.6% |
| Q4 2022 | $6,261,622 | -19.1% | 68,575 | -27.0% | 0.08% | -21.6% |
| Q3 2022 | $7,742,000 | +116.9% | 93,900 | +134.2% | 0.10% | +106.4% |
| Q2 2022 | $3,570,000 | -15.6% | 40,100 | -3.0% | 0.05% | 0.0% |
| Q1 2022 | $4,231,000 | -56.7% | 41,326 | -55.8% | 0.05% | -55.7% |
| Q4 2021 | $9,763,000 | +148.5% | 93,443 | +139.4% | 0.11% | +92.7% |
| Q3 2021 | $3,928,000 | -44.5% | 39,028 | -41.9% | 0.06% | -44.4% |
| Q2 2021 | $7,079,000 | +15.4% | 67,143 | +10.3% | 0.10% | -6.6% |
| Q1 2021 | $6,133,000 | +8.6% | 60,877 | -12.4% | 0.11% | -10.2% |
| Q4 2020 | $5,647,000 | +140.3% | 69,459 | +261.9% | 0.12% | +96.7% |
| Q3 2020 | $2,350,000 | -40.7% | 19,194 | -41.7% | 0.06% | -50.0% |
| Q2 2020 | $3,966,000 | +22.5% | 32,946 | +1.7% | 0.12% | -13.0% |
| Q1 2020 | $3,238,000 | -33.6% | 32,394 | +6.8% | 0.14% | -28.9% |
| Q4 2019 | $4,876,000 | +16.3% | 30,325 | +8.6% | 0.19% | -8.5% |
| Q3 2019 | $4,193,000 | +88.2% | 27,916 | +86.2% | 0.21% | +66.9% |
| Q2 2019 | $2,228,000 | +10.8% | 14,995 | +10.0% | 0.13% | -3.1% |
| Q1 2019 | $2,010,000 | +61.8% | 13,629 | +44.7% | 0.13% | +6.5% |
| Q4 2018 | $1,242,000 | -11.1% | 9,421 | +12.9% | 0.12% | -9.6% |
| Q3 2018 | $1,397,000 | +1.3% | 8,344 | -1.2% | 0.14% | -14.5% |
| Q2 2018 | $1,379,000 | +37.8% | 8,449 | +27.3% | 0.16% | +16.1% |
| Q1 2018 | $1,001,000 | +8.7% | 6,637 | +10.6% | 0.14% | +4.6% |
| Q4 2017 | $921,000 | +18.2% | 6,000 | +14.8% | 0.13% | +5.6% |
| Q3 2017 | $779,000 | +20.2% | 5,227 | +12.7% | 0.12% | -8.1% |
| Q2 2017 | $648,000 | -17.3% | 4,638 | -17.9% | 0.14% | -37.8% |
| Q1 2017 | $784,000 | – | 5,651 | – | 0.22% | – |
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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% |