ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 435 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,996 | -87.1% | 56 | -86.3% | 0.00% | -89.5% |
| Q2 2023 | $38,797 | -28.2% | 408 | -29.3% | 0.02% | -34.5% |
| Q1 2023 | $54,001 | +2.5% | 577 | 0.0% | 0.03% | +45.0% |
| Q4 2022 | $52,686 | +10.7% | 577 | 0.0% | 0.02% | +5.3% |
| Q3 2022 | $47,574 | -6.7% | 577 | +0.7% | 0.02% | -5.0% |
| Q2 2022 | $51,014 | -13.0% | 573 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $58,669 | -2.0% | 573 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $59,873 | +3.8% | 573 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $57,684 | -4.5% | 573 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $60,411 | +4.7% | 573 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $57,724 | +23.9% | 573 | 0.0% | 0.02% | +15.0% |
| Q4 2020 | $46,591 | +34.5% | 573 | +102.5% | 0.02% | +17.6% |
| Q3 2020 | $34,645 | -0.1% | 283 | -1.7% | 0.02% | -5.6% |
| Q2 2020 | $34,667 | +20.4% | 288 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $28,783 | -62.8% | 288 | -40.1% | 0.02% | -55.0% |
| Q4 2019 | $77,345 | +7.1% | 481 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $72,241 | +1.1% | 481 | 0.0% | 0.04% | -2.4% |
| Q2 2019 | $71,486 | +0.7% | 481 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $70,967 | +11.9% | 481 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $63,420 | -21.0% | 481 | 0.0% | 0.04% | -22.6% |
| Q3 2018 | $80,293 | +2.2% | 481 | 0.0% | 0.05% | -3.6% |
| Q2 2018 | $78,533 | +8.2% | 481 | 0.0% | 0.06% | +5.8% |
| Q1 2018 | $72,554 | -1.8% | 481 | 0.0% | 0.05% | -3.7% |
| Q4 2017 | $73,867 | +72.9% | 481 | +67.0% | 0.05% | +63.6% |
| Q3 2017 | $42,713 | +6.1% | 288 | 0.0% | 0.03% | +3.1% |
| Q2 2017 | $40,268 | +0.8% | 288 | 0.0% | 0.03% | -3.0% |
| Q1 2017 | $39,931 | -1.0% | 288 | 0.0% | 0.03% | -8.3% |
| Q4 2016 | $40,323 | +12.2% | 288 | 0.0% | 0.04% | +9.1% |
| Q3 2016 | $35,945 | +6.8% | 288 | 0.0% | 0.03% | +3.1% |
| Q2 2016 | $33,647 | +3.1% | 288 | 0.0% | 0.03% | +3.2% |
| Q1 2016 | $32,636 | – | 288 | – | 0.03% | – |
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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% |