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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $319,000 | -20.2% | 3,586 | -8.1% | 0.04% | -13.0% |
| Q1 2022 | $400,000 | -1.7% | 3,904 | +0.1% | 0.05% | +2.2% |
| Q4 2021 | $407,000 | +4.1% | 3,899 | +0.4% | 0.04% | -4.3% |
| Q3 2021 | $391,000 | -5.3% | 3,882 | -0.8% | 0.05% | -6.0% |
| Q2 2021 | $413,000 | +2.5% | 3,914 | -2.3% | 0.05% | -5.7% |
| Q1 2021 | $403,000 | +95.6% | 4,005 | +57.7% | 0.05% | +82.8% |
| Q4 2020 | $206,000 | -23.4% | 2,539 | +51.6% | 0.03% | -35.6% |
| Q4 2019 | $269,000 | +7.6% | 1,675 | +0.5% | 0.04% | -4.3% |
| Q3 2019 | $250,000 | +0.8% | 1,667 | +0.1% | 0.05% | -6.0% |
| Q2 2019 | $248,000 | 0.0% | 1,666 | -0.9% | 0.05% | +16.3% |
| Q1 2019 | $248,000 | +32.6% | 1,681 | +18.8% | 0.04% | +10.3% |
| Q4 2018 | $187,000 | -22.7% | 1,415 | -2.6% | 0.04% | -4.9% |
| Q3 2018 | $242,000 | +2.1% | 1,453 | +0.2% | 0.04% | -4.7% |
| Q2 2018 | $237,000 | +8.2% | 1,450 | 0.0% | 0.04% | +7.5% |
| Q1 2018 | $219,000 | -1.4% | 1,450 | +0.3% | 0.04% | -2.4% |
| Q4 2017 | $222,000 | – | 1,446 | – | 0.04% | – |
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% |