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 | $2,166 | -17.2% | 24,282 | -11.7% | 0.29% | -14.0% |
| Q2 2023 | $2,615 | +1.7% | 27,506 | +0.1% | 0.34% | -3.1% |
| Q1 2023 | $2,571 | +2.3% | 27,477 | -0.2% | 0.35% | -4.9% |
| Q4 2022 | $2,513 | -99.9% | 27,528 | -1.4% | 0.37% | -1.6% |
| Q3 2022 | $2,303,000 | -8.5% | 27,929 | -1.2% | 0.38% | -3.8% |
| Q2 2022 | $2,517,000 | -13.9% | 28,271 | -1.0% | 0.39% | -5.8% |
| Q1 2022 | $2,924,000 | -5.0% | 28,553 | -3.1% | 0.42% | -3.0% |
| Q4 2021 | $3,078,000 | +3.2% | 29,455 | -0.6% | 0.43% | -3.8% |
| Q3 2021 | $2,984,000 | -6.6% | 29,645 | -2.1% | 0.45% | -6.7% |
| Q2 2021 | $3,194,000 | +4.0% | 30,292 | -0.6% | 0.48% | -2.6% |
| Q1 2021 | $3,071,000 | +22.7% | 30,487 | -1.0% | 0.49% | +11.3% |
| Q4 2020 | $2,503,000 | +25.9% | 30,788 | +89.6% | 0.44% | +5.8% |
| Q3 2020 | $1,988,000 | -0.6% | 16,242 | -2.2% | 0.42% | -5.4% |
| Q2 2020 | $1,999,000 | -47.9% | 16,603 | -56.7% | 0.44% | -8.7% |
| Q1 2020 | $3,834,000 | +77.5% | 38,366 | +185.7% | 0.48% | +4.1% |
| Q4 2019 | $2,160,000 | -2.0% | 13,430 | -8.5% | 0.46% | -9.0% |
| Q3 2019 | $2,205,000 | +8.0% | 14,684 | +6.9% | 0.51% | +0.2% |
| Q2 2019 | $2,042,000 | +1.1% | 13,742 | +0.4% | 0.51% | -1.9% |
| Q1 2019 | $2,020,000 | +13.0% | 13,689 | +0.9% | 0.52% | +3.2% |
| Q4 2018 | $1,788,000 | -22.0% | 13,563 | -1.2% | 0.50% | -16.2% |
| Q3 2018 | $2,291,000 | -2.8% | 13,724 | -4.9% | 0.60% | -0.8% |
| Q2 2018 | $2,357,000 | +7.7% | 14,436 | -0.5% | 0.60% | +15.7% |
| Q1 2018 | $2,189,000 | +0.4% | 14,513 | +2.3% | 0.52% | -14.7% |
| Q4 2017 | $2,180,000 | – | 14,193 | – | 0.61% | – |
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% |