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 | $332,000 | -5.4% | 3,718 | +0.6% | 0.14% | -2.0% |
| Q2 2023 | $351,000 | +3.8% | 3,696 | +2.4% | 0.15% | +6.5% |
| Q1 2023 | $338,000 | -5.2% | 3,611 | -7.5% | 0.14% | -6.7% |
| Q4 2022 | $356,515 | +9.7% | 3,904 | -1.0% | 0.15% | +20.2% |
| Q3 2022 | $325,000 | -5.0% | 3,942 | +2.5% | 0.12% | -23.0% |
| Q2 2022 | $342,000 | -19.0% | 3,845 | -6.8% | 0.16% | -10.6% |
| Q1 2022 | $422,000 | -4.3% | 4,126 | -2.3% | 0.18% | 0.0% |
| Q4 2021 | $441,000 | +4.0% | 4,221 | +0.2% | 0.18% | -3.2% |
| Q3 2021 | $424,000 | -3.0% | 4,211 | +1.7% | 0.19% | -4.1% |
| Q2 2021 | $437,000 | +34.9% | 4,142 | +28.9% | 0.19% | +32.0% |
| Q1 2021 | $324,000 | -21.9% | 3,214 | -37.1% | 0.15% | -21.4% |
| Q4 2020 | $415,000 | +29.7% | 5,106 | +95.4% | 0.19% | +19.1% |
| Q3 2020 | $320,000 | +0.6% | 2,613 | -1.2% | 0.16% | -6.0% |
| Q2 2020 | $318,000 | -26.4% | 2,645 | -38.9% | 0.17% | -40.6% |
| Q1 2020 | $432,000 | -51.9% | 4,326 | -22.6% | 0.28% | -39.3% |
| Q4 2019 | $899,000 | – | 5,591 | – | 0.46% | – |
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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% |