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 | $235,163 | -22.3% | 2,636 | -17.2% | 0.00% | 0.0% |
| Q2 2023 | $302,606 | -56.0% | 3,182 | -56.7% | 0.00% | -62.5% |
| Q1 2023 | $688,383 | -67.0% | 7,355 | -68.6% | 0.01% | -90.5% |
| Q2 2022 | $2,086,000 | +484.3% | 23,430 | +571.3% | 0.08% | +546.2% |
| Q1 2022 | $357,000 | -99.3% | 3,490 | -99.3% | 0.01% | -99.4% |
| Q2 2021 | $53,802,000 | +13660.1% | 510,310 | +13055.7% | 2.11% | +12329.4% |
| Q1 2021 | $391,000 | +1.0% | 3,879 | -18.6% | 0.02% | -5.6% |
| Q4 2020 | $387,000 | +1936.8% | 4,763 | +2933.8% | 0.02% | +1700.0% |
| Q2 2020 | $19,000 | +11.8% | 157 | -7.1% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -56.4% | 169 | -30.2% | 0.00% | -66.7% |
| Q4 2019 | $39,000 | – | 242 | – | 0.00% | – |
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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% |