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 | $3,301 | -27.7% | 37 | -22.9% | 0.00% | 0.0% |
| Q2 2023 | $4,564 | +1.6% | 48 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,492 | -61.6% | 48 | -62.5% | 0.00% | -66.7% |
| Q4 2022 | $11,688 | +6.3% | 128 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -15.4% | 128 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $13,000 | -13.3% | 128 | -8.6% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | -6.7% | 140 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $15,000 | +7.1% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | +27.3% | 140 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $11,000 | +22.2% | 140 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | +12.5% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -36.4% | 70 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $11,000 | 0.0% | 70 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $11,000 | +10.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 70 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | -25.0% | 70 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $12,000 | +9.1% | 70 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 70 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $11,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | – | 70 | – | 0.01% | – |
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% |