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 | $223,827 | -6.2% | 2,509 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $238,553 | +1.6% | 2,509 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $234,790 | +4.5% | 2,509 | +2.0% | 0.02% | +4.2% |
| Q4 2022 | $224,714 | -22.5% | 2,461 | -30.1% | 0.02% | -25.0% |
| Q3 2022 | $290,000 | -10.8% | 3,522 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $325,000 | +28.5% | 3,522 | +42.7% | 0.03% | +33.3% |
| Q1 2022 | $253,000 | -5.6% | 2,468 | -2.0% | 0.02% | 0.0% |
| Q4 2021 | $268,000 | +28.8% | 2,518 | +25.9% | 0.02% | +33.3% |
| Q3 2021 | $208,000 | -29.5% | 2,000 | -28.6% | 0.02% | -40.0% |
| Q2 2021 | $295,000 | -14.0% | 2,800 | -41.7% | 0.03% | -23.1% |
| Q1 2021 | $343,000 | -6.5% | 4,800 | -62.5% | 0.04% | -20.4% |
| Q4 2020 | $367,000 | +2.2% | 12,800 | +222.0% | 0.05% | -19.7% |
| Q2 2020 | $359,000 | -5.0% | 3,975 | +5.1% | 0.06% | -41.3% |
| Q1 2020 | $378,000 | – | 3,783 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |