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. | 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% |