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 | $7,707,379 | -8.2% | 86,386 | -2.1% | 3.95% | -5.1% |
| Q2 2023 | $8,392,861 | -0.1% | 88,262 | -1.7% | 4.16% | -8.8% |
| Q1 2023 | $8,403,336 | -1.5% | 89,789 | -3.9% | 4.56% | -10.4% |
| Q4 2022 | $8,532,731 | +12.0% | 93,448 | +1.1% | 5.09% | -4.7% |
| Q3 2022 | $7,619,000 | -2.7% | 92,411 | +5.1% | 5.34% | -2.9% |
| Q2 2022 | $7,829,000 | -9.6% | 87,933 | +3.9% | 5.50% | +0.9% |
| Q1 2022 | $8,663,000 | -0.9% | 84,606 | +1.2% | 5.45% | -0.2% |
| Q4 2021 | $8,738,000 | +6.2% | 83,623 | +2.4% | 5.46% | +4.4% |
| Q3 2021 | $8,224,000 | -2.1% | 81,694 | +2.6% | 5.24% | -4.0% |
| Q2 2021 | $8,397,000 | +8.4% | 79,647 | +3.6% | 5.45% | -1.3% |
| Q1 2021 | $7,748,000 | +29.2% | 76,909 | +4.3% | 5.52% | +14.5% |
| Q4 2020 | $5,996,000 | – | 73,747 | – | 4.83% | – |
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% |