ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,889 | -11.8% | 77,217 | -6.0% | 0.04% | -11.6% |
| Q2 2023 | $7,812 | +7.0% | 82,152 | +5.3% | 0.04% | -17.3% |
| Q1 2023 | $7,299 | -13.1% | 77,990 | -15.2% | 0.05% | -5.5% |
| Q4 2022 | $8,401 | -99.9% | 92,003 | +13.5% | 0.06% | +7.8% |
| Q3 2022 | $6,685,000 | -80.4% | 81,080 | -78.9% | 0.05% | -80.4% |
| Q2 2022 | $34,166,000 | +431.0% | 383,755 | +510.7% | 0.26% | +477.8% |
| Q1 2022 | $6,434,000 | +2.8% | 62,835 | +4.9% | 0.04% | 0.0% |
| Q4 2021 | $6,258,000 | +6.8% | 59,887 | +2.9% | 0.04% | -4.3% |
| Q3 2021 | $5,860,000 | -17.3% | 58,215 | -13.3% | 0.05% | -21.7% |
| Q2 2021 | $7,082,000 | +12.5% | 67,172 | +7.5% | 0.06% | 0.0% |
| Q1 2021 | $6,293,000 | +31.4% | 62,470 | +6.1% | 0.06% | +17.6% |
| Q4 2020 | $4,788,000 | +10.3% | 58,886 | +66.1% | 0.05% | -5.6% |
| Q3 2020 | $4,339,000 | +1.7% | 35,443 | +0.0% | 0.05% | -5.3% |
| Q2 2020 | $4,265,000 | +7.3% | 35,430 | -10.9% | 0.06% | -16.2% |
| Q1 2020 | $3,976,000 | -29.4% | 39,780 | +13.7% | 0.07% | -16.0% |
| Q4 2019 | $5,628,000 | +4.2% | 34,997 | -2.7% | 0.08% | -6.9% |
| Q3 2019 | $5,400,000 | -35.1% | 35,951 | -35.8% | 0.09% | -26.9% |
| Q2 2019 | $8,317,000 | +6.5% | 55,964 | +5.7% | 0.12% | -1.7% |
| Q1 2019 | $7,812,000 | +10.2% | 52,947 | -1.5% | 0.12% | -4.7% |
| Q4 2018 | $7,086,000 | -43.5% | 53,746 | -28.5% | 0.13% | -40.1% |
| Q3 2018 | $12,542,000 | +87.8% | 75,136 | +83.7% | 0.21% | +45.2% |
| Q2 2018 | $6,679,000 | -21.9% | 40,909 | -27.8% | 0.15% | -19.3% |
| Q1 2018 | $8,550,000 | +33.8% | 56,683 | +36.2% | 0.18% | +48.4% |
| Q4 2017 | $6,392,000 | +17.4% | 41,623 | +13.4% | 0.12% | +8.0% |
| Q3 2017 | $5,445,000 | +19.3% | 36,713 | +12.5% | 0.11% | +28.4% |
| Q2 2017 | $4,563,000 | – | 32,636 | – | 0.09% | – |
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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% |