ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,627 | -16.9% | 3,607 | -11.5% | 0.13% | -12.1% |
| Q2 2023 | $387,195 | +2.0% | 4,074 | +0.5% | 0.15% | -2.6% |
| Q1 2023 | $379,494 | +2.9% | 4,054 | +0.4% | 0.15% | -1.9% |
| Q4 2022 | $368,910 | +11.1% | 4,039 | +0.3% | 0.16% | +2.6% |
| Q3 2022 | $332,000 | -6.7% | 4,028 | +0.6% | 0.15% | -1.3% |
| Q2 2022 | $356,000 | -12.7% | 4,004 | +0.3% | 0.15% | -0.6% |
| Q1 2022 | $408,000 | -1.9% | 3,992 | +0.3% | 0.16% | +2.6% |
| Q4 2021 | $416,000 | +4.5% | 3,981 | +0.5% | 0.15% | +4.1% |
| Q3 2021 | $398,000 | -4.1% | 3,961 | +0.5% | 0.14% | -9.9% |
| Q2 2021 | $415,000 | +4.8% | 3,943 | +0.2% | 0.16% | -1.8% |
| Q1 2021 | $396,000 | +33.3% | 3,934 | +7.7% | 0.16% | +19.7% |
| Q4 2020 | $297,000 | +33.2% | 3,654 | +100.0% | 0.14% | +11.4% |
| Q3 2020 | $223,000 | 0.0% | 1,827 | -1.7% | 0.12% | -0.8% |
| Q2 2020 | $223,000 | -72.3% | 1,858 | -77.0% | 0.12% | -76.3% |
| Q1 2020 | $805,000 | -37.6% | 8,062 | +0.4% | 0.52% | -16.8% |
| Q4 2019 | $1,290,000 | +7.5% | 8,027 | +0.4% | 0.63% | -4.1% |
| Q3 2019 | $1,200,000 | +14.2% | 7,996 | +13.0% | 0.66% | +10.6% |
| Q2 2019 | $1,051,000 | +1.1% | 7,073 | +0.3% | 0.59% | -3.3% |
| Q1 2019 | $1,040,000 | +12.4% | 7,049 | +0.4% | 0.61% | +2.2% |
| Q4 2018 | $925,000 | – | 7,022 | – | 0.60% | – |
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% |