ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 466 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,494,000 | -11.1% | 14,841 | -6.9% | 0.39% | -1.7% |
| Q2 2021 | $1,681,000 | +7.8% | 15,947 | +3.0% | 0.40% | -1.7% |
| Q1 2021 | $1,560,000 | +12.4% | 15,487 | -0.3% | 0.41% | +9.4% |
| Q4 2020 | $1,388,000 | +31.1% | 15,527 | -0.5% | 0.37% | +11.7% |
| Q3 2020 | $1,059,000 | -9.7% | 15,610 | +63.9% | 0.33% | -21.4% |
| Q2 2020 | $1,173,000 | +7.7% | 9,523 | -20.8% | 0.42% | -19.5% |
| Q1 2020 | $1,089,000 | -59.9% | 12,027 | -29.6% | 0.53% | -52.9% |
| Q4 2019 | $2,713,000 | -3.4% | 17,078 | -10.3% | 1.12% | -19.5% |
| Q3 2019 | $2,809,000 | -12.8% | 19,032 | -11.7% | 1.39% | -20.2% |
| Q2 2019 | $3,221,000 | +2.9% | 21,547 | +5.0% | 1.74% | -0.7% |
| Q1 2019 | $3,131,000 | +6.2% | 20,513 | +1.5% | 1.76% | -3.2% |
| Q4 2018 | $2,949,000 | +3.5% | 20,201 | +9.3% | 1.82% | -1.8% |
| Q3 2018 | $2,850,000 | -9.6% | 18,478 | -4.3% | 1.85% | -10.2% |
| Q2 2018 | $3,152,000 | +4.8% | 19,308 | -3.2% | 2.06% | +4.5% |
| Q1 2018 | $3,009,000 | +0.9% | 19,946 | +2.8% | 1.97% | +1.5% |
| Q4 2017 | $2,981,000 | -15.4% | 19,412 | -18.3% | 1.94% | -18.4% |
| Q3 2017 | $3,524,000 | +16.4% | 23,758 | +9.8% | 2.38% | +10.9% |
| Q2 2017 | $3,027,000 | +13.6% | 21,647 | +12.6% | 2.15% | +9.0% |
| Q1 2017 | $2,665,000 | -6.5% | 19,218 | -5.5% | 1.97% | -9.9% |
| Q4 2016 | $2,849,000 | – | 20,347 | – | 2.19% | – |
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% |