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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |