ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,431,181 | -4.6% | 27,136 | +1.2% | 0.01% | +200.0% |
| Q2 2023 | $2,549,156 | +59.5% | 26,808 | +57.0% | 0.00% | -90.6% |
| Q1 2023 | $1,598,187 | +43.7% | 17,076 | +19.9% | 0.03% | +128.6% |
| Q4 2022 | $1,111,826 | -12.4% | 14,245 | -7.4% | 0.01% | -12.5% |
| Q3 2022 | $1,269,000 | -10.3% | 15,384 | -3.1% | 0.02% | -5.9% |
| Q2 2022 | $1,414,000 | +6.0% | 15,878 | +21.8% | 0.02% | +21.4% |
| Q1 2022 | $1,334,000 | -4.1% | 13,037 | -2.1% | 0.01% | +7.7% |
| Q4 2021 | $1,391,000 | +76.3% | 13,312 | +69.8% | 0.01% | +18.2% |
| Q3 2021 | $789,000 | +53.2% | 7,838 | +60.4% | 0.01% | +57.1% |
| Q2 2021 | $515,000 | -4.3% | 4,888 | -8.4% | 0.01% | -22.2% |
| Q1 2021 | $538,000 | +20.9% | 5,336 | -2.4% | 0.01% | +28.6% |
| Q4 2020 | $445,000 | +111.9% | 5,468 | +219.0% | 0.01% | +75.0% |
| Q3 2020 | $210,000 | -83.4% | 1,714 | -83.7% | 0.00% | -85.7% |
| Q2 2020 | $1,268,000 | – | 10,533 | – | 0.03% | – |
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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% |