ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $268,000 | -8.5% | 2,662 | -4.3% | 0.16% | -4.1% |
| Q2 2021 | $293,000 | +4.6% | 2,782 | 0.0% | 0.17% | -2.9% |
| Q1 2021 | $280,000 | +7.7% | 2,782 | +28.7% | 0.17% | -26.6% |
| Q2 2020 | $260,000 | -54.0% | 2,161 | -39.1% | 0.24% | -42.3% |
| Q4 2019 | $565,000 | +11.9% | 3,550 | +5.7% | 0.41% | -10.7% |
| Q3 2019 | $505,000 | -1.9% | 3,360 | -4.6% | 0.46% | -3.0% |
| Q2 2019 | $515,000 | +5.3% | 3,521 | +7.6% | 0.47% | -3.7% |
| Q1 2019 | $489,000 | +9.4% | 3,271 | +2.5% | 0.49% | -19.7% |
| Q4 2018 | $447,000 | -16.3% | 3,191 | -10.1% | 0.61% | -10.0% |
| Q3 2018 | $534,000 | -7.9% | 3,551 | 0.0% | 0.68% | +1.5% |
| Q2 2018 | $580,000 | -34.7% | 3,551 | -39.6% | 0.67% | -3.5% |
| Q1 2018 | $888,000 | -6.2% | 5,884 | -3.3% | 0.70% | +2.5% |
| Q4 2017 | $947,000 | – | 6,084 | – | 0.68% | – |
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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% |