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 | $459,227 | +5.4% | 5,117 | +11.7% | 0.03% | 0.0% |
| Q2 2023 | $435,715 | -85.5% | 4,582 | -85.7% | 0.03% | -86.6% |
| Q1 2023 | $3,007,840 | +5.4% | 32,138 | +2.8% | 0.23% | -16.9% |
| Q4 2022 | $2,853,772 | +17.6% | 31,253 | +6.1% | 0.28% | +9.9% |
| Q3 2022 | $2,427,000 | -33.9% | 29,447 | -28.6% | 0.25% | -27.1% |
| Q2 2022 | $3,674,000 | +117.0% | 41,268 | +149.5% | 0.35% | +144.4% |
| Q1 2022 | $1,693,000 | -1.5% | 16,543 | +0.6% | 0.14% | -2.1% |
| Q4 2021 | $1,718,000 | +47.6% | 16,443 | +42.1% | 0.14% | +10.7% |
| Q3 2021 | $1,164,000 | -7.4% | 11,572 | -3.0% | 0.13% | -13.2% |
| Q2 2021 | $1,257,000 | +7.3% | 11,925 | +2.6% | 0.15% | -19.3% |
| Q1 2021 | $1,171,000 | +150.2% | 11,625 | +101.6% | 0.19% | +90.8% |
| Q4 2020 | $468,000 | +75.3% | 5,765 | +164.3% | 0.10% | +48.5% |
| Q3 2020 | $267,000 | – | 2,181 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |