ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $259,000 | -19.6% | 2,481 | -22.4% | 0.07% | -24.7% |
| Q3 2021 | $322,000 | -5.0% | 3,198 | -0.6% | 0.09% | -9.2% |
| Q2 2021 | $339,000 | -8.6% | 3,216 | -12.6% | 0.10% | -8.4% |
| Q1 2021 | $371,000 | +14.5% | 3,680 | -7.7% | 0.11% | -0.9% |
| Q4 2020 | $324,000 | +32.8% | 3,986 | +100.0% | 0.11% | +18.7% |
| Q3 2020 | $244,000 | +1.7% | 1,993 | +0.1% | 0.09% | -8.1% |
| Q2 2020 | $240,000 | -16.1% | 1,991 | +11.9% | 0.10% | -13.9% |
| Q4 2019 | $286,000 | +5.9% | 1,779 | -1.2% | 0.12% | +3.6% |
| Q3 2019 | $270,000 | +0.4% | 1,801 | -0.4% | 0.11% | -1.8% |
| Q2 2019 | $269,000 | -1.1% | 1,809 | -2.0% | 0.11% | +2.7% |
| Q1 2019 | $272,000 | +1.5% | 1,845 | -9.1% | 0.11% | -0.9% |
| Q4 2018 | $268,000 | -1.5% | 2,029 | +12.5% | 0.11% | 0.0% |
| Q3 2018 | $272,000 | -2.9% | 1,804 | +5.1% | 0.11% | +4.7% |
| Q2 2018 | $280,000 | +8.1% | 1,716 | 0.0% | 0.11% | +10.4% |
| Q1 2018 | $259,000 | -3.0% | 1,716 | -1.2% | 0.10% | -1.0% |
| Q4 2017 | $267,000 | +5.5% | 1,736 | +1.6% | 0.10% | -1.0% |
| Q3 2017 | $253,000 | +16.6% | 1,708 | +9.8% | 0.10% | +7.7% |
| Q2 2017 | $217,000 | -10.0% | 1,555 | -10.2% | 0.09% | -12.5% |
| Q1 2017 | $241,000 | -8.0% | 1,732 | -7.2% | 0.10% | -14.0% |
| Q4 2016 | $262,000 | +7.4% | 1,866 | -4.6% | 0.12% | +7.1% |
| Q3 2016 | $244,000 | +2.1% | 1,957 | -4.3% | 0.11% | -2.6% |
| Q2 2016 | $239,000 | -1.6% | 2,044 | -4.7% | 0.12% | -0.9% |
| Q1 2016 | $243,000 | -68.9% | 2,145 | -70.3% | 0.12% | -66.4% |
| Q4 2015 | $781,000 | – | 7,226 | – | 0.35% | – |
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% |