ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $249,922 | +22.5% | 2,650 | +10.4% | 0.06% | +12.7% |
| Q3 2022 | $204,000 | -25.3% | 2,400 | +17.9% | 0.06% | -3.5% |
| Q2 2020 | $273,000 | -24.8% | 2,036 | -9.9% | 0.06% | -35.2% |
| Q4 2019 | $363,000 | +7.1% | 2,260 | 0.0% | 0.09% | +10.0% |
| Q3 2019 | $339,000 | -4.2% | 2,260 | -5.2% | 0.08% | -13.0% |
| Q2 2019 | $354,000 | -66.4% | 2,385 | -66.6% | 0.09% | -68.6% |
| Q1 2019 | $1,054,000 | – | 7,141 | – | 0.29% | – |
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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% |