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 | $459,124 | -30.7% | 5,145 | -26.2% | 0.03% | -36.2% |
| Q2 2023 | $662,966 | +36.7% | 6,971 | +34.5% | 0.05% | +27.0% |
| Q1 2023 | $484,999 | -26.7% | 5,182 | -28.5% | 0.04% | -32.7% |
| Q4 2022 | $661,858 | +10.7% | 7,248 | -0.0% | 0.06% | -12.7% |
| Q3 2022 | $598,000 | -72.3% | 7,249 | -70.1% | 0.06% | -67.9% |
| Q2 2022 | $2,157,000 | +662.2% | 24,231 | +777.9% | 0.20% | +752.2% |
| Q1 2022 | $283,000 | -16.3% | 2,760 | -14.6% | 0.02% | -4.2% |
| Q4 2021 | $338,000 | +12.3% | 3,231 | +8.2% | 0.02% | -7.7% |
| Q3 2021 | $301,000 | -6.2% | 2,985 | -2.0% | 0.03% | -7.1% |
| Q2 2021 | $321,000 | +5.9% | 3,046 | +1.4% | 0.03% | -12.5% |
| Q1 2021 | $303,000 | +32.3% | 3,004 | +6.8% | 0.03% | 0.0% |
| Q4 2020 | $229,000 | +95.7% | 2,812 | +141.0% | 0.03% | -61.4% |
| Q1 2020 | $117,000 | – | 1,167 | – | 0.08% | – |
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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% |