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 | $4,714,709 | -6.7% | 52,844 | -0.5% | 2.81% | -6.2% |
| Q2 2023 | $5,051,241 | +3.7% | 53,121 | +2.1% | 3.00% | -3.9% |
| Q1 2023 | $4,870,015 | +3.6% | 52,036 | +1.1% | 3.12% | -3.5% |
| Q4 2022 | $4,698,596 | +9.5% | 51,458 | -1.1% | 3.23% | -1.2% |
| Q3 2022 | $4,291,000 | -6.7% | 52,040 | +0.8% | 3.27% | -2.1% |
| Q2 2022 | $4,598,000 | -11.8% | 51,650 | +1.4% | 3.34% | +2.0% |
| Q1 2022 | $5,213,000 | -0.0% | 50,918 | +2.0% | 3.27% | -1.5% |
| Q4 2021 | $5,214,000 | +7.2% | 49,902 | +3.3% | 3.32% | -3.2% |
| Q3 2021 | $4,862,000 | -0.8% | 48,293 | +3.9% | 3.43% | -2.9% |
| Q2 2021 | $4,901,000 | +18.3% | 46,486 | +13.0% | 3.53% | -5.3% |
| Q1 2021 | $4,142,000 | +28.8% | 41,121 | +4.0% | 3.73% | +17.4% |
| Q4 2020 | $3,215,000 | – | 39,539 | – | 3.18% | – |
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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% |