ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,658,000 | +9.1% | 22,000 | -1.5% | 0.26% | -2.6% |
| Q1 2020 | $2,436,000 | -16.3% | 22,339 | +22.2% | 0.27% | -5.3% |
| Q4 2019 | $2,909,000 | -0.3% | 18,274 | -8.0% | 0.28% | -8.4% |
| Q3 2019 | $2,919,000 | -6.1% | 19,865 | -5.6% | 0.31% | -9.3% |
| Q2 2019 | $3,108,000 | -15.0% | 21,044 | -15.1% | 0.34% | -21.1% |
| Q1 2019 | $3,655,000 | -12.4% | 24,775 | -21.7% | 0.44% | -22.5% |
| Q4 2018 | $4,173,000 | -29.3% | 31,651 | -10.5% | 0.56% | -23.2% |
| Q3 2018 | $5,900,000 | +1.6% | 35,346 | -0.6% | 0.73% | -6.5% |
| Q2 2018 | $5,805,000 | +11.9% | 35,552 | +3.4% | 0.78% | +3.9% |
| Q1 2018 | $5,186,000 | +11.6% | 34,381 | +13.6% | 0.75% | -0.5% |
| Q4 2017 | $4,647,000 | – | 30,259 | – | 0.76% | – |
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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% |