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 | $258,292 | -6.2% | 2,895 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $275,286 | +1.6% | 2,895 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $270,943 | -8.6% | 2,895 | -10.8% | 0.02% | -7.4% |
| Q4 2022 | $296,392 | +10.6% | 3,246 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $268,000 | -7.3% | 3,246 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $289,000 | -13.0% | 3,246 | 0.0% | 0.03% | +3.8% |
| Q1 2022 | $332,000 | -2.1% | 3,246 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $339,000 | +3.7% | 3,246 | 0.0% | 0.03% | -7.1% |
| Q3 2021 | $327,000 | -4.4% | 3,246 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $342,000 | +4.6% | 3,246 | 0.0% | 0.03% | -6.5% |
| Q1 2021 | $327,000 | +23.9% | 3,246 | 0.0% | 0.03% | +19.2% |
| Q4 2020 | $264,000 | +16.8% | 3,246 | +75.6% | 0.03% | +8.3% |
| Q3 2020 | $226,000 | -3.8% | 1,848 | -5.4% | 0.02% | -17.2% |
| Q2 2020 | $235,000 | -20.9% | 1,954 | +5.7% | 0.03% | -14.7% |
| Q4 2019 | $297,000 | +21.7% | 1,848 | +13.9% | 0.03% | +9.7% |
| Q3 2019 | $244,000 | -40.3% | 1,623 | -41.1% | 0.03% | -34.0% |
| Q2 2019 | $409,000 | +0.7% | 2,754 | 0.0% | 0.05% | +11.9% |
| Q1 2019 | $406,000 | +11.8% | 2,754 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $363,000 | +56.5% | 2,754 | +98.4% | 0.04% | +75.0% |
| Q3 2018 | $232,000 | -2.9% | 1,388 | -5.3% | 0.02% | -11.1% |
| Q2 2018 | $239,000 | -34.3% | 1,466 | -52.1% | 0.03% | -48.1% |
| Q1 2015 | $364,000 | -15.3% | 3,062 | -16.1% | 0.05% | -22.4% |
| Q4 2014 | $430,000 | +4.4% | 3,649 | -5.1% | 0.07% | +6.3% |
| Q3 2014 | $412,000 | -15.1% | 3,844 | -8.4% | 0.06% | -21.2% |
| Q2 2014 | $485,000 | -0.8% | 4,198 | -2.6% | 0.08% | +1.3% |
| Q1 2014 | $489,000 | +8.7% | 4,310 | +6.6% | 0.08% | +6.8% |
| Q4 2013 | $450,000 | +29.3% | 4,045 | +18.8% | 0.07% | +13.8% |
| Q3 2013 | $348,000 | – | 3,405 | – | 0.06% | – |
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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% |