ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,892 | +87.7% | 3,832 | +100.0% | 0.01% | -9.1% |
| Q2 2023 | $182,193 | +1.6% | 1,916 | 0.0% | 0.01% | -15.4% |
| Q1 2023 | $179,319 | +2.5% | 1,916 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $174,950 | -0.6% | 1,916 | -10.1% | 0.01% | -12.5% |
| Q3 2022 | $176,000 | +2.9% | 2,131 | +11.2% | 0.02% | +23.1% |
| Q2 2022 | $171,000 | -12.8% | 1,916 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $196,000 | -2.0% | 1,916 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $200,000 | +3.6% | 1,916 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $193,000 | -4.5% | 1,916 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $202,000 | +4.7% | 1,916 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $193,000 | +23.7% | 1,916 | 0.0% | 0.02% | +14.3% |
| Q4 2020 | $156,000 | +20.0% | 1,916 | +80.9% | 0.01% | 0.0% |
| Q3 2020 | $130,000 | +2.4% | 1,059 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $127,000 | +18.7% | 1,059 | -1.4% | 0.02% | -6.2% |
| Q1 2020 | $107,000 | -47.3% | 1,074 | -26.0% | 0.02% | -51.5% |
| Q4 2016 | $203,000 | – | 1,452 | – | 0.03% | – |
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% |