ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $204,000 | -2.4% | 1,956 | -1.1% | 0.03% | -17.1% |
| Q2 2021 | $209,000 | -70.5% | 1,978 | -72.1% | 0.04% | -83.7% |
| Q1 2020 | $708,000 | -37.1% | 7,083 | +1.2% | 0.22% | -7.7% |
| Q4 2019 | $1,126,000 | +7.1% | 7,000 | 0.0% | 0.23% | +2.6% |
| Q3 2019 | $1,051,000 | +1.1% | 7,000 | 0.0% | 0.23% | +0.9% |
| Q2 2019 | $1,040,000 | +0.7% | 7,000 | 0.0% | 0.22% | -0.9% |
| Q1 2019 | $1,033,000 | +11.9% | 7,000 | 0.0% | 0.23% | -6.2% |
| Q4 2018 | $923,000 | -23.2% | 7,000 | -2.8% | 0.24% | -32.0% |
| Q3 2018 | $1,202,000 | +2.2% | 7,200 | 0.0% | 0.36% | -8.0% |
| Q2 2018 | $1,176,000 | +8.3% | 7,200 | 0.0% | 0.39% | -1.0% |
| Q1 2018 | $1,086,000 | +1.0% | 7,200 | +2.9% | 0.39% | +6.2% |
| Q4 2017 | $1,075,000 | +3.6% | 7,000 | 0.0% | 0.37% | +4.8% |
| Q3 2017 | $1,038,000 | +6.0% | 7,000 | 0.0% | 0.35% | +7.0% |
| Q2 2017 | $979,000 | – | 7,000 | – | 0.33% | – |
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% |