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 | $807,924 | -6.8% | 9,055 | -0.7% | 0.27% | -3.6% |
| Q2 2023 | $867,082 | -17.9% | 9,119 | -19.2% | 0.28% | -21.1% |
| Q1 2023 | $1,056,537 | +2.7% | 11,289 | +0.2% | 0.35% | -0.3% |
| Q4 2022 | $1,029,074 | +11.5% | 11,270 | +0.7% | 0.35% | +3.2% |
| Q3 2022 | $923,000 | -7.1% | 11,196 | +0.3% | 0.34% | +1.5% |
| Q2 2022 | $994,000 | -11.6% | 11,161 | +1.6% | 0.34% | +3.1% |
| Q1 2022 | $1,124,000 | -1.8% | 10,982 | +0.2% | 0.32% | +0.6% |
| Q4 2021 | $1,145,000 | -2.6% | 10,959 | -6.2% | 0.32% | -10.3% |
| Q3 2021 | $1,176,000 | -0.3% | 11,679 | +4.4% | 0.36% | -0.3% |
| Q2 2021 | $1,180,000 | +1.5% | 11,189 | -3.1% | 0.36% | -6.0% |
| Q1 2021 | $1,163,000 | +21.0% | 11,545 | -2.4% | 0.38% | +8.5% |
| Q4 2020 | $961,000 | +34.0% | 11,825 | +101.9% | 0.35% | +14.6% |
| Q3 2020 | $717,000 | 0.0% | 5,857 | -1.7% | 0.31% | -8.3% |
| Q2 2020 | $717,000 | +91.2% | 5,960 | +59.0% | 0.34% | +62.0% |
| Q1 2020 | $375,000 | -37.8% | 3,749 | 0.0% | 0.21% | -19.4% |
| Q4 2019 | $603,000 | +8.3% | 3,749 | +1.1% | 0.26% | -27.1% |
| Q3 2019 | $557,000 | +1.8% | 3,709 | +0.8% | 0.35% | -0.3% |
| Q2 2019 | $547,000 | +0.9% | 3,679 | +0.1% | 0.36% | -3.0% |
| Q1 2019 | $542,000 | +11.8% | 3,677 | +0.1% | 0.37% | -1.9% |
| Q4 2018 | $485,000 | -21.5% | 3,675 | -0.7% | 0.37% | -13.9% |
| Q3 2018 | $618,000 | +2.3% | 3,700 | +0.1% | 0.43% | -0.2% |
| Q2 2018 | $604,000 | +8.2% | 3,698 | 0.0% | 0.43% | +4.8% |
| Q1 2018 | $558,000 | -2.4% | 3,698 | -0.6% | 0.41% | +0.2% |
| Q4 2017 | $572,000 | -8.6% | 3,722 | -11.9% | 0.41% | -13.1% |
| Q3 2017 | $626,000 | +6.1% | 4,223 | +0.0% | 0.48% | +1.5% |
| Q2 2017 | $590,000 | +0.9% | 4,221 | 0.0% | 0.47% | -1.5% |
| Q1 2017 | $585,000 | -6.7% | 4,221 | -5.7% | 0.48% | -9.5% |
| Q4 2016 | $627,000 | – | 4,478 | – | 0.52% | – |
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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% |