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 | $843,664 | -5.3% | 9,456 | +0.9% | 0.02% | -5.6% |
| Q2 2023 | $891,204 | -20.7% | 9,373 | -22.0% | 0.02% | -25.0% |
| Q1 2023 | $1,124,545 | +4.2% | 12,016 | +1.7% | 0.02% | 0.0% |
| Q4 2022 | $1,079,258 | +29.9% | 11,820 | +17.2% | 0.02% | +20.0% |
| Q3 2022 | $831,000 | -6.0% | 10,087 | +1.6% | 0.02% | -4.8% |
| Q2 2022 | $884,000 | -6.6% | 9,930 | +7.4% | 0.02% | +5.0% |
| Q1 2022 | $946,000 | +6.2% | 9,243 | +8.4% | 0.02% | +11.1% |
| Q4 2021 | $891,000 | -18.9% | 8,527 | -21.9% | 0.02% | -25.0% |
| Q3 2021 | $1,099,000 | -17.1% | 10,922 | -13.1% | 0.02% | -14.3% |
| Q2 2021 | $1,325,000 | +39.3% | 12,564 | +33.1% | 0.03% | +21.7% |
| Q1 2021 | $951,000 | +32.5% | 9,443 | +6.9% | 0.02% | +21.1% |
| Q4 2020 | $718,000 | +36.8% | 8,831 | +105.9% | 0.02% | +18.8% |
| Q3 2020 | $525,000 | -7.1% | 4,288 | -8.6% | 0.02% | -11.1% |
| Q2 2020 | $565,000 | +12.5% | 4,690 | -6.6% | 0.02% | -5.3% |
| Q1 2020 | $502,000 | -37.7% | 5,024 | +0.2% | 0.02% | -26.9% |
| Q4 2019 | $806,000 | +50.1% | 5,013 | +40.2% | 0.03% | +30.0% |
| Q3 2019 | $537,000 | +32.3% | 3,575 | +30.8% | 0.02% | +25.0% |
| Q2 2019 | $406,000 | -85.7% | 2,734 | -83.9% | 0.02% | -83.3% |
| Q3 2018 | $2,838,000 | +29.8% | 17,001 | +27.0% | 0.10% | +20.0% |
| Q2 2018 | $2,186,000 | +285.5% | 13,388 | +256.3% | 0.08% | +281.0% |
| Q1 2018 | $567,000 | -43.4% | 3,758 | -42.4% | 0.02% | -30.0% |
| Q4 2017 | $1,002,000 | +100.0% | 6,526 | +93.0% | 0.03% | +42.9% |
| Q3 2017 | $501,000 | – | 3,382 | – | 0.02% | – |
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% |