ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,884,059 | -10.4% | 21,117 | -4.5% | 0.93% | -18.9% |
| Q2 2023 | $2,101,680 | -4.0% | 22,102 | -5.5% | 1.14% | +3.8% |
| Q1 2023 | $2,189,257 | -2.1% | 23,392 | -4.5% | 1.10% | -3.1% |
| Q4 2022 | $2,236,000 | +6.3% | 24,488 | -4.0% | 1.14% | -0.8% |
| Q3 2022 | $2,104,000 | -14.3% | 25,520 | -7.5% | 1.15% | -9.8% |
| Q2 2022 | $2,456,000 | -15.2% | 27,578 | -2.5% | 1.27% | -2.8% |
| Q1 2022 | $2,896,000 | -5.1% | 28,277 | -3.2% | 1.31% | -2.2% |
| Q4 2021 | $3,051,000 | -1.3% | 29,201 | -4.9% | 1.34% | -8.1% |
| Q3 2021 | $3,092,000 | -9.6% | 30,708 | -5.3% | 1.46% | -12.6% |
| Q2 2021 | $3,420,000 | -6.0% | 32,441 | -10.2% | 1.67% | -13.1% |
| Q1 2021 | $3,639,000 | +14.8% | 36,122 | -7.4% | 1.92% | +5.3% |
| Q4 2020 | $3,170,000 | +17.5% | 38,988 | +76.9% | 1.82% | -0.3% |
| Q3 2020 | $2,698,000 | -8.2% | 22,039 | -9.8% | 1.82% | -15.7% |
| Q2 2020 | $2,940,000 | +23.5% | 24,422 | +2.5% | 2.16% | +4.4% |
| Q1 2020 | $2,380,000 | -36.8% | 23,815 | +1.7% | 2.07% | -24.1% |
| Q4 2019 | $3,765,000 | +7.5% | 23,413 | +0.4% | 2.73% | -4.2% |
| Q3 2019 | $3,501,000 | +2.8% | 23,309 | +1.7% | 2.86% | -1.5% |
| Q2 2019 | $3,406,000 | +1.0% | 22,916 | +0.2% | 2.90% | -2.4% |
| Q1 2019 | $3,373,000 | +14.0% | 22,861 | +1.9% | 2.97% | +2.4% |
| Q4 2018 | $2,958,000 | -20.2% | 22,431 | +1.0% | 2.90% | -10.3% |
| Q3 2018 | $3,708,000 | -0.8% | 22,211 | -3.0% | 3.23% | -5.3% |
| Q2 2018 | $3,739,000 | +10.9% | 22,901 | +2.4% | 3.41% | +7.3% |
| Q1 2018 | $3,373,000 | -2.0% | 22,366 | -0.2% | 3.18% | -1.5% |
| Q4 2017 | $3,441,000 | +2.7% | 22,411 | -0.8% | 3.23% | +0.7% |
| Q3 2017 | $3,350,000 | +1.7% | 22,591 | -4.1% | 3.21% | -0.2% |
| Q2 2017 | $3,293,000 | +2.5% | 23,556 | +1.6% | 3.22% | -2.6% |
| Q1 2017 | $3,214,000 | -15.1% | 23,181 | -14.2% | 3.30% | -6.3% |
| Q4 2016 | $3,784,000 | – | 27,026 | – | 3.52% | – |
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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% |