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 | $29,604,803 | +10540.9% | 329,889 | +11174.4% | 5.86% | +10761.1% |
| Q2 2023 | $278,218 | -86.9% | 2,926 | -87.1% | 0.05% | -87.8% |
| Q1 2023 | $2,123,577 | -90.4% | 22,690 | -90.6% | 0.44% | -91.3% |
| Q4 2022 | $22,072,381 | +6014.2% | 241,730 | +5418.9% | 5.06% | +5786.0% |
| Q3 2022 | $361,000 | -28.9% | 4,380 | -16.8% | 0.09% | -19.6% |
| Q2 2022 | $508,000 | -97.1% | 5,264 | -96.9% | 0.11% | -97.0% |
| Q1 2022 | $17,426,000 | +3.8% | 170,189 | +1.8% | 3.62% | +3.0% |
| Q4 2021 | $16,784,000 | +1545.5% | 167,233 | +1550.2% | 3.51% | +1419.9% |
| Q3 2021 | $1,020,000 | -65.5% | 10,134 | -63.8% | 0.23% | -65.8% |
| Q2 2021 | $2,953,000 | +14.9% | 28,012 | +12.6% | 0.68% | +9.0% |
| Q1 2021 | $2,569,000 | -91.9% | 24,875 | -92.7% | 0.62% | -92.3% |
| Q4 2020 | $31,732,000 | +5324.3% | 339,159 | +5692.6% | 8.04% | +2855.5% |
| Q1 2020 | $585,000 | -52.9% | 5,855 | -24.2% | 0.27% | -43.8% |
| Q4 2019 | $1,242,000 | -91.9% | 7,725 | -92.5% | 0.48% | -92.7% |
| Q3 2019 | $15,386,000 | +193.9% | 102,445 | +158.5% | 6.60% | +180.8% |
| Q4 2018 | $5,235,000 | – | 39,629 | – | 2.35% | – |
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% |