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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $210,000 | -6.7% | 1,837 | +0.1% | 0.04% | -2.6% |
| Q4 2021 | $225,000 | +6.6% | 1,836 | +0.9% | 0.04% | +2.6% |
| Q3 2021 | $211,000 | -13.2% | 1,819 | -9.7% | 0.04% | -15.6% |
| Q2 2021 | $243,000 | -44.8% | 2,015 | -50.6% | 0.04% | +9.8% |
| Q1 2021 | $440,000 | +113.6% | 4,079 | +97.5% | 0.04% | +10.8% |
| Q4 2020 | $206,000 | -19.2% | 2,065 | +19.2% | 0.04% | -39.3% |
| Q2 2020 | $255,000 | +18.1% | 1,732 | -0.6% | 0.06% | -7.6% |
| Q1 2020 | $216,000 | – | 1,743 | – | 0.07% | – |
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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% |