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 | $207,883 | -6.2% | 2,330 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $221,560 | -32.3% | 2,330 | -33.4% | 0.02% | -35.3% |
| Q1 2023 | $327,191 | +53.8% | 3,496 | +50.0% | 0.03% | +41.7% |
| Q4 2022 | $212,752 | +165.9% | 2,330 | +141.2% | 0.02% | +118.2% |
| Q3 2022 | $80,000 | -7.0% | 966 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $86,000 | -13.1% | 966 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $99,000 | -2.0% | 966 | -0.4% | 0.01% | 0.0% |
| Q4 2021 | $101,000 | +3.1% | 970 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $98,000 | -3.9% | 970 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $102,000 | +4.1% | 970 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $98,000 | +24.1% | 970 | 0.0% | 0.02% | +6.7% |
| Q4 2020 | $79,000 | -37.3% | 970 | -6.0% | 0.02% | -44.4% |
| Q3 2020 | $126,000 | -48.6% | 1,032 | -49.2% | 0.03% | -50.0% |
| Q2 2020 | $245,000 | +410.4% | 2,033 | +320.9% | 0.05% | +575.0% |
| Q1 2020 | $48,000 | -36.0% | 483 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $75,000 | +4.2% | 483 | 0.0% | 0.01% | -18.2% |
| Q3 2019 | $72,000 | +4.3% | 483 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $69,000 | 0.0% | 483 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $69,000 | +9.5% | 483 | 0.0% | 0.01% | -29.4% |
| Q4 2018 | $63,000 | -19.2% | 483 | 0.0% | 0.02% | -22.7% |
| Q3 2018 | $78,000 | -1.3% | 483 | -0.4% | 0.02% | -21.4% |
| Q2 2018 | $79,000 | +8.2% | 485 | 0.0% | 0.03% | +7.7% |
| Q1 2018 | $73,000 | -1.4% | 485 | +0.4% | 0.03% | -13.3% |
| Q4 2017 | $74,000 | +4.2% | 483 | +0.6% | 0.03% | +3.4% |
| Q3 2017 | $71,000 | +7.6% | 480 | +0.4% | 0.03% | 0.0% |
| Q2 2017 | $66,000 | 0.0% | 478 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $66,000 | 0.0% | 478 | +0.4% | 0.03% | -12.1% |
| Q4 2016 | $66,000 | +11.9% | 476 | +0.2% | 0.03% | -13.2% |
| Q3 2016 | $59,000 | – | 475 | – | 0.04% | – |
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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% |