ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,236 | -6.2% | 4,464 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $424,437 | +110.5% | 4,464 | +107.1% | 0.05% | +100.0% |
| Q1 2023 | $201,660 | -14.2% | 2,156 | -24.5% | 0.02% | -25.0% |
| Q3 2022 | $235,000 | -13.3% | 2,855 | -6.5% | 0.03% | -8.6% |
| Q2 2022 | $271,000 | -44.8% | 3,052 | -36.4% | 0.04% | -37.5% |
| Q1 2022 | $491,000 | +3.6% | 4,795 | +5.7% | 0.06% | +7.7% |
| Q4 2021 | $474,000 | +7.0% | 4,537 | +3.1% | 0.05% | +2.0% |
| Q3 2021 | $443,000 | +10.8% | 4,401 | +15.9% | 0.05% | +8.5% |
| Q2 2021 | $400,000 | +13.6% | 3,796 | +8.6% | 0.05% | -9.6% |
| Q1 2021 | $352,000 | +44.9% | 3,497 | +16.6% | 0.05% | +40.5% |
| Q4 2020 | $243,000 | +956.5% | 3,000 | +1594.9% | 0.04% | +640.0% |
| Q4 2018 | $23,000 | – | 177 | – | 0.01% | – |
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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% |