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 | $339,215 | -6.2% | 3,802 | 0.0% | 0.04% | -2.3% |
| Q2 2023 | $361,533 | +1.6% | 3,802 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $355,830 | +2.5% | 3,802 | 0.0% | 0.04% | -4.4% |
| Q4 2022 | $347,161 | +10.9% | 3,802 | 0.0% | 0.04% | +4.7% |
| Q3 2022 | $313,000 | -7.4% | 3,802 | 0.0% | 0.04% | -6.5% |
| Q2 2022 | $338,000 | -13.1% | 3,802 | 0.0% | 0.05% | +2.2% |
| Q1 2022 | $389,000 | -2.0% | 3,802 | 0.0% | 0.04% | +2.3% |
| Q4 2021 | $397,000 | +3.7% | 3,802 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $383,000 | -4.5% | 3,802 | 0.0% | 0.04% | -6.4% |
| Q2 2021 | $401,000 | +4.7% | 3,802 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $383,000 | +23.5% | 3,802 | -0.3% | 0.05% | +17.1% |
| Q4 2020 | $310,000 | -13.2% | 3,815 | +31.0% | 0.04% | -26.8% |
| Q3 2020 | $357,000 | +0.8% | 2,913 | -1.1% | 0.06% | -5.1% |
| Q2 2020 | $354,000 | +20.4% | 2,944 | 0.0% | 0.06% | -6.3% |
| Q1 2020 | $294,000 | -37.8% | 2,944 | 0.0% | 0.06% | -20.3% |
| Q4 2019 | $473,000 | +7.0% | 2,944 | 0.0% | 0.08% | +1.3% |
| Q3 2019 | $442,000 | +0.9% | 2,944 | 0.0% | 0.08% | -2.5% |
| Q2 2019 | $438,000 | +0.9% | 2,944 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $434,000 | +6.1% | 2,944 | -5.0% | 0.08% | -10.0% |
| Q4 2018 | $409,000 | -20.4% | 3,100 | +0.7% | 0.09% | -10.0% |
| Q3 2018 | $514,000 | +2.4% | 3,077 | 0.0% | 0.10% | -2.9% |
| Q2 2018 | $502,000 | +8.2% | 3,077 | 0.0% | 0.10% | +7.3% |
| Q1 2018 | $464,000 | +2.7% | 3,077 | +4.5% | 0.10% | -3.0% |
| Q4 2017 | $452,000 | +3.0% | 2,944 | 0.0% | 0.10% | -2.9% |
| Q3 2017 | $439,000 | +7.3% | 2,944 | 0.0% | 0.10% | -1.9% |
| Q2 2017 | $409,000 | +3.3% | 2,944 | 0.0% | 0.10% | -3.7% |
| Q1 2017 | $396,000 | -4.6% | 2,944 | 0.0% | 0.11% | -25.0% |
| Q4 2016 | $415,000 | +14.0% | 2,944 | 0.0% | 0.14% | +13.4% |
| Q3 2016 | $364,000 | +5.2% | 2,944 | -1.4% | 0.13% | -0.8% |
| Q2 2016 | $346,000 | – | 2,985 | – | 0.13% | – |
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% |