ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 480 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.64 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394,977 | -5.3% | 4,427 | +0.9% | 0.04% | -4.9% |
| Q2 2023 | $417,255 | +34.7% | 4,388 | +32.5% | 0.04% | +10.8% |
| Q1 2023 | $309,876 | +4.3% | 3,311 | +1.7% | 0.04% | +5.7% |
| Q4 2022 | $297,214 | +16.6% | 3,255 | +5.2% | 0.04% | +6.1% |
| Q3 2022 | $255,000 | -7.6% | 3,094 | -0.3% | 0.03% | 0.0% |
| Q2 2022 | $276,000 | +1433.3% | 3,102 | +1703.5% | 0.03% | +1550.0% |
| Q1 2022 | $18,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | -41.9% | 172 | -44.9% | 0.00% | -50.0% |
| Q3 2021 | $31,000 | -6.1% | 312 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | +6.5% | 312 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | +24.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | +31.6% | 312 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | +72.7% | 156 | +35.7% | 0.00% | +33.3% |
| Q1 2020 | $11,000 | -38.9% | 115 | 0.0% | 0.00% | -40.0% |
| Q4 2019 | $18,000 | +5.9% | 115 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $17,000 | 0.0% | 115 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 115 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $17,000 | +13.3% | 115 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $15,000 | – | 115 | – | 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% |