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 | $1,777,515 | -52.9% | 19,923 | -49.8% | 0.01% | -52.2% |
| Q2 2023 | $3,776,077 | -38.7% | 39,711 | -39.7% | 0.02% | -42.5% |
| Q1 2023 | $6,163,813 | +81.8% | 65,860 | +77.4% | 0.04% | +60.0% |
| Q4 2022 | $3,389,586 | -42.5% | 37,122 | -48.1% | 0.02% | -46.8% |
| Q3 2022 | $5,898,000 | -76.2% | 71,537 | -74.3% | 0.05% | -76.4% |
| Q2 2022 | $24,812,000 | +70.5% | 278,696 | +96.1% | 0.20% | +99.0% |
| Q1 2022 | $14,551,000 | +3268.3% | 142,117 | +3338.6% | 0.10% | +3233.3% |
| Q4 2021 | $432,000 | -77.3% | 4,133 | -78.2% | 0.00% | -81.2% |
| Q3 2021 | $1,904,000 | -88.0% | 18,917 | -87.4% | 0.02% | -88.4% |
| Q2 2021 | $15,856,000 | +33.6% | 150,394 | +27.7% | 0.14% | +15.0% |
| Q1 2021 | $11,865,000 | +1507.7% | 117,780 | +1197.4% | 0.12% | +1400.0% |
| Q4 2020 | $738,000 | -46.1% | 9,078 | -18.8% | 0.01% | -60.0% |
| Q3 2020 | $1,369,000 | -8.7% | 11,181 | -10.2% | 0.02% | -13.0% |
| Q2 2020 | $1,499,000 | -23.3% | 12,454 | -36.3% | 0.02% | -48.9% |
| Q1 2020 | $1,955,000 | +193.5% | 19,562 | +372.5% | 0.04% | +221.4% |
| Q4 2019 | $666,000 | +26.6% | 4,140 | +18.3% | 0.01% | -6.7% |
| Q3 2019 | $526,000 | -40.6% | 3,500 | -41.2% | 0.02% | -44.4% |
| Q2 2019 | $885,000 | +258.3% | 5,956 | +218.0% | 0.03% | -35.7% |
| Q4 2018 | $247,000 | -46.8% | 1,873 | -32.7% | 0.04% | +61.5% |
| Q3 2018 | $464,000 | – | 2,782 | – | 0.03% | – |
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% |