ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,948 | -5.9% | 2,537 | 0.0% | 0.19% | -5.0% |
| Q2 2023 | $241,222 | -34.1% | 2,537 | -36.0% | 0.20% | -39.9% |
| Q1 2023 | $366,064 | +0.8% | 3,967 | 0.0% | 0.33% | -27.3% |
| Q4 2022 | $363,147 | -7.1% | 3,967 | -15.9% | 0.46% | +4.6% |
| Q3 2022 | $391,000 | -18.4% | 4,717 | -11.8% | 0.44% | -33.2% |
| Q2 2022 | $479,000 | -3.2% | 5,351 | +11.3% | 0.65% | +89.2% |
| Q1 2022 | $495,000 | -19.6% | 4,809 | -18.3% | 0.34% | -9.5% |
| Q4 2021 | $616,000 | -41.3% | 5,889 | -43.1% | 0.38% | -38.1% |
| Q3 2021 | $1,050,000 | -10.8% | 10,354 | -7.6% | 0.61% | -7.1% |
| Q2 2021 | $1,177,000 | -0.4% | 11,209 | -4.4% | 0.66% | -12.2% |
| Q1 2021 | $1,182,000 | +213.5% | 11,721 | +152.7% | 0.75% | +195.3% |
| Q4 2020 | $377,000 | – | 4,639 | – | 0.26% | – |
Download | ||||||
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% |