ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $518,382 | -6.2% | 5,810 | 0.0% | 0.13% | -2.9% |
| Q2 2023 | $552,488 | +1.7% | 5,810 | +0.1% | 0.14% | -6.2% |
| Q1 2023 | $543,384 | -57.7% | 5,806 | -58.7% | 0.15% | -58.3% |
| Q4 2022 | $1,283,453 | +10.7% | 14,056 | 0.0% | 0.35% | +9.7% |
| Q3 2022 | $1,159,000 | -7.4% | 14,056 | 0.0% | 0.32% | +2.6% |
| Q2 2022 | $1,251,000 | +56.6% | 14,056 | +80.1% | 0.31% | +85.1% |
| Q1 2022 | $799,000 | +54.8% | 7,806 | 0.0% | 0.17% | +75.0% |
| Q4 2021 | $516,000 | -13.6% | 7,806 | +31.7% | 0.10% | -20.7% |
| Q3 2021 | $597,000 | -3.1% | 5,926 | +1.4% | 0.12% | +1.7% |
| Q2 2021 | $616,000 | +41.6% | 5,846 | +35.4% | 0.12% | +19.0% |
| Q1 2021 | $435,000 | +40.3% | 4,316 | +13.1% | 0.10% | +37.0% |
| Q4 2020 | $310,000 | -53.9% | 3,816 | -30.5% | 0.07% | -58.3% |
| Q3 2020 | $673,000 | -25.6% | 5,494 | -26.9% | 0.18% | -35.7% |
| Q2 2020 | $904,000 | -4.9% | 7,514 | -26.5% | 0.27% | -27.9% |
| Q1 2020 | $951,000 | -66.3% | 10,220 | -41.9% | 0.38% | -56.6% |
| Q4 2019 | $2,826,000 | -8.2% | 17,576 | -14.3% | 0.87% | +0.1% |
| Q3 2019 | $3,080,000 | -7.2% | 20,508 | -8.2% | 0.87% | -23.5% |
| Q2 2019 | $3,319,000 | +6.1% | 22,334 | +3.2% | 1.14% | +1.6% |
| Q1 2019 | $3,129,000 | +22.4% | 21,637 | +41.3% | 1.12% | +37.4% |
| Q4 2018 | $2,557,000 | 0.0% | 15,316 | 0.0% | 0.81% | +4.5% |
| Q3 2018 | $2,557,000 | +79.9% | 15,316 | +76.0% | 0.78% | +44.9% |
| Q2 2018 | $1,421,000 | +33.6% | 8,702 | +23.4% | 0.54% | +33.9% |
| Q1 2018 | $1,064,000 | -71.7% | 7,052 | -74.3% | 0.40% | -32.8% |
| Q4 2017 | $3,764,000 | +291.3% | 27,411 | +303.0% | 0.60% | +58.4% |
| Q2 2017 | $962,000 | +14.9% | 6,802 | +12.7% | 0.38% | +0.8% |
| Q1 2017 | $837,000 | -0.8% | 6,036 | +0.1% | 0.37% | -16.3% |
| Q4 2016 | $844,000 | -16.6% | 6,028 | -11.6% | 0.45% | -4.9% |
| Q3 2014 | $1,012,000 | – | 6,822 | – | 0.47% | – |
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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% |