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 | $25,469,057 | +22.4% | 285,351 | +30.5% | 0.04% | +2.7% |
| Q2 2023 | $20,810,571 | +1.4% | 218,693 | -0.4% | 0.04% | -5.1% |
| Q1 2023 | $20,529,510 | +4.1% | 219,515 | +1.6% | 0.04% | -2.5% |
| Q4 2022 | $19,729,621 | -3.2% | 215,992 | -12.6% | 0.04% | -14.9% |
| Q3 2022 | $20,386,000 | -74.0% | 247,170 | -71.9% | 0.05% | -72.8% |
| Q2 2022 | $78,388,000 | +85.9% | 880,045 | +106.3% | 0.17% | +111.0% |
| Q1 2022 | $42,165,000 | +44.7% | 426,539 | +53.0% | 0.08% | +49.1% |
| Q4 2021 | $29,149,000 | -13.7% | 278,701 | -16.8% | 0.06% | -21.4% |
| Q3 2021 | $33,774,000 | -87.6% | 335,160 | -87.0% | 0.07% | -88.1% |
| Q2 2021 | $271,432,000 | +643.2% | 2,574,115 | +610.4% | 0.59% | +568.2% |
| Q1 2021 | $36,523,000 | +141.9% | 362,353 | +95.2% | 0.09% | +120.0% |
| Q4 2020 | $15,097,000 | +31.0% | 185,612 | +97.1% | 0.04% | +17.6% |
| Q3 2020 | $11,524,000 | +6.9% | 94,165 | +5.2% | 0.03% | -5.6% |
| Q2 2020 | $10,780,000 | +3.9% | 89,527 | -17.8% | 0.04% | -14.3% |
| Q1 2020 | $10,375,000 | – | 108,889 | – | 0.04% | – |
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% |