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 2022 | $217,956 | +1.8% | 2,387 | -8.1% | 0.02% | -5.0% |
| Q3 2022 | $214,000 | -80.8% | 2,598 | -79.2% | 0.02% | -79.6% |
| Q2 2022 | $1,113,000 | -21.9% | 12,504 | -10.2% | 0.10% | -8.4% |
| Q1 2022 | $1,425,000 | -41.0% | 13,918 | -39.8% | 0.11% | -36.7% |
| Q4 2021 | $2,414,000 | +1.9% | 23,101 | -1.9% | 0.17% | -1.7% |
| Q3 2021 | $2,370,000 | -8.2% | 23,544 | -3.9% | 0.17% | -8.0% |
| Q2 2021 | $2,582,000 | +4.4% | 24,492 | -0.2% | 0.19% | 0.0% |
| Q1 2021 | $2,472,000 | +73.8% | 24,537 | +40.2% | 0.19% | +65.5% |
| Q4 2020 | $1,422,000 | +41.1% | 17,502 | +112.2% | 0.11% | +36.1% |
| Q3 2020 | $1,008,000 | +2.0% | 8,246 | +0.4% | 0.08% | +1.2% |
| Q2 2020 | $988,000 | +18.5% | 8,214 | -1.6% | 0.08% | +12.3% |
| Q1 2020 | $834,000 | -34.8% | 8,350 | +4.8% | 0.07% | -36.5% |
| Q4 2019 | $1,280,000 | +6.9% | 7,967 | -0.1% | 0.12% | -2.5% |
| Q3 2019 | $1,197,000 | +451.6% | 7,974 | +446.2% | 0.12% | +461.9% |
| Q2 2019 | $217,000 | -25.7% | 1,460 | -26.3% | 0.02% | -25.0% |
| Q1 2019 | $292,000 | +11.0% | 1,980 | -0.9% | 0.03% | -3.4% |
| Q4 2018 | $263,000 | -29.5% | 1,997 | -10.5% | 0.03% | -21.6% |
| Q3 2018 | $373,000 | +1.6% | 2,232 | -0.7% | 0.04% | +12.1% |
| Q2 2018 | $367,000 | +8.3% | 2,247 | 0.0% | 0.03% | +10.0% |
| Q1 2018 | $339,000 | -70.8% | 2,247 | -70.2% | 0.03% | -74.4% |
| Q4 2017 | $1,159,000 | +222.8% | 7,552 | +212.1% | 0.12% | +216.2% |
| Q3 2017 | $359,000 | +41.3% | 2,420 | +33.0% | 0.04% | +32.1% |
| Q2 2017 | $254,000 | +0.8% | 1,820 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $252,000 | -1.2% | 1,820 | 0.0% | 0.03% | -3.4% |
| Q4 2016 | $255,000 | +12.3% | 1,820 | 0.0% | 0.03% | +16.0% |
| Q3 2016 | $227,000 | -16.2% | 1,820 | -21.6% | 0.02% | -16.7% |
| Q2 2016 | $271,000 | +3.0% | 2,320 | 0.0% | 0.03% | +3.4% |
| Q1 2016 | $263,000 | – | 2,320 | – | 0.03% | – |
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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% |