ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,997,505 | -1.6% | 22,389 | +4.8% | 2.03% | +1.2% |
| Q2 2023 | $2,030,888 | +0.8% | 21,358 | -0.8% | 2.01% | -6.0% |
| Q1 2023 | $2,014,165 | +0.5% | 21,521 | -1.9% | 2.14% | +2.4% |
| Q4 2022 | $2,003,325 | +8.0% | 21,940 | -2.5% | 2.09% | -0.2% |
| Q3 2022 | $1,855,000 | -13.5% | 22,494 | -6.6% | 2.09% | -6.4% |
| Q2 2022 | $2,144,000 | -15.1% | 24,083 | -2.3% | 2.24% | +19.7% |
| Q1 2022 | $2,524,000 | +18.2% | 24,654 | +20.6% | 1.87% | +23.6% |
| Q4 2021 | $2,135,000 | +3.7% | 20,435 | -0.1% | 1.51% | -4.1% |
| Q3 2021 | $2,058,000 | -9.0% | 20,446 | -4.7% | 1.58% | -9.3% |
| Q2 2021 | $2,261,000 | +2.4% | 21,450 | -2.1% | 1.74% | -5.8% |
| Q1 2021 | $2,207,000 | +23.3% | 21,911 | -0.5% | 1.84% | +12.2% |
| Q4 2020 | $1,790,000 | +30.8% | 22,014 | +96.8% | 1.64% | +13.7% |
| Q3 2020 | $1,369,000 | -4.0% | 11,184 | -5.6% | 1.44% | -12.3% |
| Q2 2020 | $1,426,000 | +36.5% | 11,846 | +13.3% | 1.65% | +36.8% |
| Q1 2020 | $1,045,000 | -45.3% | 10,456 | -12.1% | 1.20% | -33.4% |
| Q4 2019 | $1,912,000 | – | 11,893 | – | 1.80% | – |
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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% |