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 | $972,475 | -5.9% | 10,903 | +0.3% | 0.04% | -7.0% |
| Q2 2023 | $1,033,961 | +0.1% | 10,869 | -1.5% | 0.04% | -10.4% |
| Q1 2023 | $1,032,817 | +2.9% | 11,031 | +0.4% | 0.05% | -5.9% |
| Q4 2022 | $1,004,134 | +11.0% | 10,992 | +0.1% | 0.05% | 0.0% |
| Q3 2022 | $905,000 | -7.5% | 10,981 | +0.0% | 0.05% | -5.6% |
| Q2 2022 | $978,000 | -38.8% | 10,976 | -29.2% | 0.05% | -41.9% |
| Q1 2022 | $1,599,000 | +49.7% | 15,510 | +51.7% | 0.09% | +40.9% |
| Q4 2021 | $1,068,000 | +5.0% | 10,225 | +1.2% | 0.07% | -5.7% |
| Q3 2021 | $1,017,000 | -1.2% | 10,101 | +3.5% | 0.07% | -7.9% |
| Q2 2021 | $1,029,000 | +3.8% | 9,760 | -0.8% | 0.08% | -20.0% |
| Q1 2021 | $991,000 | +23.6% | 9,842 | -0.2% | 0.10% | +14.5% |
| Q4 2020 | $802,000 | +29.1% | 9,858 | +94.3% | 0.08% | +9.2% |
| Q3 2020 | $621,000 | +16.1% | 5,074 | +14.2% | 0.08% | -13.6% |
| Q2 2020 | $535,000 | +19.4% | 4,443 | -0.8% | 0.09% | -26.1% |
| Q1 2020 | $448,000 | -49.9% | 4,480 | -19.5% | 0.12% | -40.2% |
| Q4 2019 | $894,000 | +4.3% | 5,563 | -2.5% | 0.20% | -3.9% |
| Q3 2019 | $857,000 | -6.6% | 5,708 | -7.6% | 0.21% | -10.4% |
| Q2 2019 | $918,000 | -5.0% | 6,179 | -5.7% | 0.23% | -24.8% |
| Q1 2019 | $966,000 | – | 6,550 | – | 0.31% | – |
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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% |