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 | $901,657 | -4.0% | 10,106 | +2.3% | 0.22% | -0.9% |
| Q2 2023 | $939,405 | +5.0% | 9,879 | +3.4% | 0.22% | +0.9% |
| Q1 2023 | $894,564 | -30.3% | 9,558 | -32.0% | 0.22% | -34.6% |
| Q4 2022 | $1,282,722 | +6.1% | 14,048 | -4.2% | 0.33% | -2.1% |
| Q3 2022 | $1,209,000 | -7.4% | 14,661 | +0.1% | 0.34% | -8.6% |
| Q2 2022 | $1,305,000 | -10.6% | 14,653 | +2.8% | 0.37% | -9.3% |
| Q1 2022 | $1,460,000 | +22.2% | 14,257 | +24.4% | 0.41% | +43.5% |
| Q4 2021 | $1,195,000 | +5.8% | 11,464 | +2.3% | 0.28% | -3.7% |
| Q3 2021 | $1,129,000 | -1.5% | 11,206 | +3.2% | 0.30% | -4.5% |
| Q2 2021 | $1,146,000 | -25.5% | 10,860 | -28.9% | 0.31% | -32.0% |
| Q1 2021 | $1,539,000 | +8.4% | 15,280 | -12.5% | 0.46% | -1.1% |
| Q4 2020 | $1,420,000 | +26.7% | 17,470 | +90.8% | 0.46% | +9.2% |
| Q3 2020 | $1,121,000 | -15.2% | 9,158 | -16.6% | 0.42% | -21.0% |
| Q2 2020 | $1,322,000 | +9.2% | 10,984 | -9.3% | 0.53% | -8.9% |
| Q1 2020 | $1,211,000 | +152.3% | 12,116 | +305.6% | 0.59% | +171.3% |
| Q4 2019 | $480,000 | +19.7% | 2,987 | +12.0% | 0.22% | +6.4% |
| Q3 2019 | $401,000 | -3.6% | 2,667 | -4.7% | 0.20% | -11.7% |
| Q2 2019 | $416,000 | -27.1% | 2,799 | -30.4% | 0.23% | +24.3% |
| Q1 2019 | $571,000 | +203.7% | 4,020 | +182.1% | 0.18% | +37.0% |
| Q4 2018 | $188,000 | – | 1,425 | – | 0.14% | – |
Download | ||||||
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% |