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 | $282,917 | -7.5% | 3,171 | -1.4% | 0.14% | -1.5% |
| Q2 2023 | $305,714 | +1.6% | 3,215 | 0.0% | 0.14% | -4.9% |
| Q1 2023 | $300,892 | -2.1% | 3,215 | -4.5% | 0.14% | -7.1% |
| Q4 2022 | $307,258 | +7.1% | 3,365 | -3.4% | 0.16% | +3.3% |
| Q3 2022 | $287,000 | -7.4% | 3,485 | 0.0% | 0.15% | -1.3% |
| Q2 2022 | $310,000 | -14.4% | 3,485 | -1.4% | 0.15% | +1.3% |
| Q1 2022 | $362,000 | -1.9% | 3,535 | 0.0% | 0.15% | +3.4% |
| Q4 2021 | $369,000 | +3.7% | 3,535 | 0.0% | 0.14% | -8.8% |
| Q3 2021 | $356,000 | -4.6% | 3,535 | 0.0% | 0.16% | -10.2% |
| Q2 2021 | $373,000 | +3.0% | 3,535 | -1.7% | 0.18% | -11.5% |
| Q1 2021 | $362,000 | +24.0% | 3,595 | 0.0% | 0.20% | +24.2% |
| Q4 2020 | $292,000 | +30.9% | 3,595 | +99.9% | 0.16% | +12.6% |
| Q3 2020 | $223,000 | +1.8% | 1,798 | -1.1% | 0.14% | -6.5% |
| Q2 2020 | $219,000 | +21.0% | 1,818 | 0.0% | 0.15% | +7.7% |
| Q1 2020 | $181,000 | -68.6% | 1,818 | -49.2% | 0.14% | -59.1% |
| Q4 2019 | $576,000 | +111.0% | 3,582 | +97.0% | 0.35% | +91.7% |
| Q3 2019 | $273,000 | +1.1% | 1,818 | 0.0% | 0.18% | 0.0% |
| Q2 2019 | $270,000 | +0.7% | 1,818 | 0.0% | 0.18% | -9.0% |
| Q1 2019 | $268,000 | +11.7% | 1,818 | 0.0% | 0.20% | -7.0% |
| Q4 2018 | $240,000 | -20.8% | 1,818 | 0.0% | 0.21% | +1.9% |
| Q3 2018 | $303,000 | -53.0% | 1,818 | -54.0% | 0.21% | -56.7% |
| Q2 2018 | $645,000 | +131.2% | 3,948 | +113.6% | 0.48% | +120.5% |
| Q1 2018 | $279,000 | -1.8% | 1,848 | 0.0% | 0.22% | +8.9% |
| Q4 2017 | $284,000 | – | 1,848 | – | 0.20% | – |
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% |