ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 370 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.56 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $668,615 | -6.2% | 7,494 | 0.0% | 0.12% | -4.8% |
| Q2 2023 | $712,604 | +1.6% | 7,494 | 0.0% | 0.13% | -3.8% |
| Q1 2023 | $701,363 | +0.5% | 7,494 | -2.0% | 0.13% | -14.9% |
| Q4 2022 | $698,065 | +10.8% | 7,645 | -0.0% | 0.15% | +0.7% |
| Q3 2022 | $630,000 | -7.5% | 7,647 | 0.0% | 0.15% | -4.4% |
| Q2 2022 | $681,000 | -13.0% | 7,647 | 0.0% | 0.16% | +5.3% |
| Q1 2022 | $783,000 | -3.0% | 7,647 | -1.0% | 0.15% | +10.9% |
| Q4 2021 | $807,000 | -76.0% | 7,727 | -76.8% | 0.14% | -77.6% |
| Q3 2021 | $3,357,000 | -32.1% | 33,347 | -28.9% | 0.61% | -32.2% |
| Q2 2021 | $4,947,000 | -14.7% | 46,919 | -18.5% | 0.90% | -21.2% |
| Q1 2021 | $5,801,000 | +724.0% | 57,584 | +565.2% | 1.14% | +632.7% |
| Q4 2020 | $704,000 | +34.9% | 8,656 | +102.9% | 0.16% | +13.0% |
| Q3 2020 | $522,000 | +3.6% | 4,266 | +1.9% | 0.14% | -6.1% |
| Q2 2020 | $504,000 | +19.1% | 4,186 | -1.2% | 0.15% | -3.3% |
| Q1 2020 | $423,000 | -41.7% | 4,236 | -6.0% | 0.15% | -32.1% |
| Q4 2019 | $725,000 | +1.7% | 4,508 | -5.1% | 0.22% | -5.9% |
| Q3 2019 | $713,000 | -1.0% | 4,749 | -2.0% | 0.24% | -0.8% |
| Q2 2019 | $720,000 | +0.7% | 4,844 | 0.0% | 0.24% | -2.8% |
| Q1 2019 | $715,000 | +11.9% | 4,844 | 0.0% | 0.25% | -5.4% |
| Q4 2018 | $639,000 | -21.0% | 4,844 | 0.0% | 0.26% | -7.1% |
| Q3 2018 | $809,000 | +2.3% | 4,844 | 0.0% | 0.28% | -6.3% |
| Q2 2018 | $791,000 | +5.0% | 4,844 | -3.0% | 0.30% | -1.6% |
| Q1 2018 | $753,000 | -2.0% | 4,994 | -0.1% | 0.30% | -5.6% |
| Q4 2017 | $768,000 | +3.6% | 4,998 | 0.0% | 0.32% | -2.1% |
| Q3 2017 | $741,000 | +4.8% | 4,998 | -1.1% | 0.33% | -6.2% |
| Q2 2017 | $707,000 | +3.5% | 5,053 | +2.5% | 0.35% | -0.6% |
| Q1 2017 | $683,000 | +0.4% | 4,928 | +1.4% | 0.35% | -13.9% |
| Q4 2016 | $680,000 | – | 4,860 | – | 0.41% | – |
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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% |