ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,478,613 | +1620.1% | 38,989 | +1660.2% | 3.01% | +1691.1% |
| Q4 2022 | $202,233 | -20.7% | 2,215 | -28.2% | 0.17% | -38.0% |
| Q3 2022 | $255,000 | -37.3% | 3,087 | -32.4% | 0.27% | -14.5% |
| Q2 2022 | $407,000 | -23.1% | 4,567 | -13.0% | 0.32% | -9.7% |
| Q3 2021 | $529,000 | -11.1% | 5,250 | -6.9% | 0.35% | -3.0% |
| Q2 2021 | $595,000 | -50.0% | 5,641 | -61.4% | 0.36% | -63.4% |
| Q4 2020 | $1,189,000 | +29.9% | 14,619 | +92.2% | 0.99% | +17.9% |
| Q3 2020 | $915,000 | 0.0% | 7,606 | 0.0% | 0.84% | 0.0% |
| Q2 2020 | $915,000 | -99.8% | 7,606 | +53.0% | 0.84% | +79.3% |
| Q1 2020 | $509,142,000 | +286.7% | 4,971 | +507.0% | 0.47% | +310.5% |
| Q4 2019 | $131,657,000 | +43066.2% | 819 | -72.5% | 0.11% | -33.3% |
| Q1 1987 | $305,000 | – | 2,976 | – | 0.17% | – |
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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% |