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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $901,000 | -12.9% | 10,115 | +0.0% | 0.35% | -1.4% |
| Q1 2022 | $1,035,000 | -17.2% | 10,112 | -15.5% | 0.36% | -20.1% |
| Q4 2021 | $1,250,000 | -4.9% | 11,967 | -6.5% | 0.45% | -15.6% |
| Q3 2021 | $1,315,000 | -11.3% | 12,799 | -8.9% | 0.53% | -14.5% |
| Q2 2021 | $1,482,000 | +7.2% | 14,054 | +2.4% | 0.62% | -4.9% |
| Q1 2021 | $1,382,000 | +32.6% | 13,721 | +7.1% | 0.65% | +18.1% |
| Q4 2020 | $1,042,000 | +33.8% | 12,817 | +101.5% | 0.55% | +17.7% |
| Q3 2020 | $779,000 | -0.8% | 6,361 | -2.4% | 0.47% | -8.9% |
| Q2 2020 | $785,000 | +28.9% | 6,518 | +6.9% | 0.52% | +2.8% |
| Q1 2020 | $609,000 | -9.9% | 6,095 | +44.9% | 0.50% | +15.7% |
| Q4 2019 | $676,000 | – | 4,205 | – | 0.43% | – |
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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% |