ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $281,000 | -20.6% | 2,300 | -21.9% | 0.07% | -21.3% |
| Q2 2020 | $354,000 | -56.8% | 2,946 | -64.1% | 0.09% | -65.3% |
| Q1 2020 | $819,000 | -65.4% | 8,196 | -44.3% | 0.27% | -52.9% |
| Q4 2019 | $2,366,000 | +6.0% | 14,720 | -1.0% | 0.58% | -3.8% |
| Q3 2019 | $2,233,000 | -1.5% | 14,870 | -2.5% | 0.60% | +1.4% |
| Q2 2019 | $2,266,000 | +4.1% | 15,250 | +3.4% | 0.59% | -0.5% |
| Q1 2019 | $2,176,000 | +133.2% | 14,750 | +108.3% | 0.59% | +46.4% |
| Q4 2018 | $933,000 | – | 7,080 | – | 0.40% | – |
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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% |