ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 480 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.64 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $317,223 | -1.7% | 3,556 | +4.7% | 0.05% | +2.0% |
| Q2 2023 | $322,789 | +1.8% | 3,395 | +0.2% | 0.05% | -8.9% |
| Q1 2023 | $317,122 | +0.4% | 3,388 | -2.1% | 0.06% | -11.1% |
| Q4 2022 | $316,003 | +10.9% | 3,461 | +0.1% | 0.06% | +1.6% |
| Q3 2022 | $285,000 | -7.2% | 3,456 | +0.3% | 0.06% | -4.6% |
| Q2 2022 | $307,000 | -12.8% | 3,447 | +0.1% | 0.06% | +1.6% |
| Q1 2022 | $352,000 | -1.9% | 3,443 | +0.1% | 0.06% | +1.6% |
| Q4 2021 | $359,000 | +6.5% | 3,438 | +2.8% | 0.06% | -6.0% |
| Q3 2021 | $337,000 | -10.1% | 3,343 | -6.0% | 0.07% | -10.7% |
| Q2 2021 | $375,000 | +4.7% | 3,556 | +0.1% | 0.08% | -7.4% |
| Q1 2021 | $358,000 | +8.2% | 3,552 | +0.1% | 0.08% | +8.0% |
| Q4 2020 | $331,000 | +40.9% | 3,547 | 0.0% | 0.08% | +15.4% |
| Q3 2020 | $235,000 | -22.4% | 3,547 | +56.3% | 0.06% | -31.6% |
| Q2 2020 | $303,000 | +31.7% | 2,269 | +0.1% | 0.10% | +6.7% |
| Q1 2020 | $230,000 | -37.0% | 2,266 | +0.2% | 0.09% | -27.0% |
| Q4 2019 | $365,000 | +2.8% | 2,261 | +0.2% | 0.12% | -9.0% |
| Q3 2019 | $355,000 | -15.1% | 2,256 | -20.4% | 0.13% | -21.6% |
| Q2 2019 | $418,000 | -2.3% | 2,834 | -2.3% | 0.17% | -9.0% |
| Q1 2019 | $428,000 | +32.5% | 2,902 | +18.6% | 0.19% | +5.0% |
| Q4 2018 | $323,000 | – | 2,447 | – | 0.18% | – |
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% |