ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $228,000 | +5.1% | 2,158 | 0.0% | 0.07% | -5.2% |
| Q1 2021 | $217,000 | -54.4% | 2,158 | -27.1% | 0.08% | -75.7% |
| Q4 2019 | $476,000 | -13.3% | 2,962 | -19.0% | 0.32% | -10.7% |
| Q3 2019 | $549,000 | -12.6% | 3,656 | -13.4% | 0.36% | -2.2% |
| Q2 2019 | $628,000 | +28.4% | 4,223 | +27.4% | 0.36% | +20.6% |
| Q1 2019 | $489,000 | +26.0% | 3,314 | +12.7% | 0.30% | -14.5% |
| Q4 2018 | $388,000 | -23.5% | 2,941 | -3.1% | 0.35% | +15.8% |
| Q3 2018 | $507,000 | +6.7% | 3,036 | +4.3% | 0.30% | -21.4% |
| Q2 2018 | $475,000 | – | 2,911 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 857,041 | $119,831,000 | 16.58% |
| Noven Financial Group, Inc. | 124,603 | $17,422,000 | 11.11% |
| Palisades Hudson Asset Management, L.P. | 117,331 | $16,405,000 | 9.60% |
| Probity Advisors, Inc. | 148,405 | $20,750,000 | 7.83% |
| SONATA CAPITAL GROUP INC | 61,979 | $8,666,000 | 6.46% |
| HOME FEDERAL BANK OF TENNESSEE | 77,836 | $10,883,000 | 5.82% |
| NorthRock Partners, LLC | 85,667 | $11,965,000 | 5.01% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 138,297 | $19,814,000 | 4.53% |
| Wolf Group Capital Advisors | 39,414 | $5,511,000 | 4.24% |
| Leicht Financial Planning & Wealth Management, Inc. | 33,751 | $4,694,000 | 4.04% |