ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,960 | +14.3% | 4,211 | +21.1% | 0.02% | -79.2% |
| Q2 2023 | $330,723 | +25.0% | 3,478 | +23.0% | 0.10% | +17.4% |
| Q1 2023 | $264,673 | +2.5% | 2,828 | 0.0% | 0.09% | +13.2% |
| Q4 2022 | $258,225 | +9.9% | 2,828 | -1.0% | 0.08% | -32.1% |
| Q3 2022 | $235,000 | -7.5% | 2,856 | 0.0% | 0.11% | +17.9% |
| Q2 2022 | $254,000 | -13.9% | 2,856 | -0.7% | 0.10% | -14.4% |
| Q1 2022 | $295,000 | -1.7% | 2,877 | +0.2% | 0.11% | +22.0% |
| Q4 2021 | $300,000 | +1.7% | 2,872 | -1.9% | 0.09% | +2.2% |
| Q3 2021 | $295,000 | -4.5% | 2,929 | 0.0% | 0.09% | -7.3% |
| Q2 2021 | $309,000 | +232.3% | 2,929 | -96.6% | 0.10% | +220.0% |
| Q1 2021 | $93,000 | -57.9% | 85,946 | -57.6% | 0.03% | -63.4% |
| Q4 2020 | $221,000 | +33.1% | 202,528 | +31.1% | 0.08% | -11.8% |
| Q3 2020 | $166,000 | -24.2% | 154,431 | +11255.2% | 0.09% | -21.8% |
| Q4 2019 | $219,000 | +7.4% | 1,360 | 0.0% | 0.12% | +2.6% |
| Q3 2019 | $204,000 | +1.0% | 1,360 | 0.0% | 0.12% | -4.1% |
| Q2 2019 | $202,000 | -3.8% | 1,360 | -4.3% | 0.12% | +16.3% |
| Q1 2019 | $210,000 | -11.4% | 1,421 | 0.0% | 0.10% | -11.9% |
| Q3 2018 | $237,000 | -49.4% | 1,421 | -50.4% | 0.12% | -13.2% |
| Q2 2018 | $468,000 | +107.1% | 2,866 | +90.9% | 0.14% | +106.1% |
| Q1 2018 | $226,000 | – | 1,501 | – | 0.07% | – |
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% |