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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $179,000 | -13.1% | 2,014 | 0.0% | 0.13% | +0.8% |
| Q1 2022 | $206,000 | -1.9% | 2,014 | 0.0% | 0.12% | -6.0% |
| Q4 2021 | $210,000 | +3.4% | 2,014 | 0.0% | 0.13% | +10.8% |
| Q3 2021 | $203,000 | -4.2% | 2,014 | 0.0% | 0.12% | -5.5% |
| Q2 2021 | $212,000 | +4.4% | 2,014 | 0.0% | 0.13% | +39.6% |
| Q1 2021 | $203,000 | +23.8% | 2,014 | 0.0% | 0.09% | -20.2% |
| Q4 2020 | $164,000 | +35.5% | 2,014 | +100.0% | 0.11% | +4.6% |
| Q2 2020 | $121,000 | +19.8% | 1,007 | 0.0% | 0.11% | -2.7% |
| Q1 2020 | $101,000 | -39.2% | 1,007 | -2.4% | 0.11% | -25.8% |
| Q4 2019 | $166,000 | +27.7% | 1,032 | +19.0% | 0.15% | +12.7% |
| Q3 2019 | $130,000 | +14.0% | 867 | +13.0% | 0.13% | +11.7% |
| Q2 2019 | $114,000 | -86.0% | 767 | -99.4% | 0.12% | +100.0% |
| Q1 2019 | $813,000 | – | 123,823 | – | 0.06% | – |
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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% |