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 2022 | $2,073,000 | -7.9% | 25,141 | -0.6% | 0.13% | -6.5% |
| Q2 2022 | $2,252,000 | +5.0% | 25,297 | +20.8% | 0.14% | +53.3% |
| Q1 2022 | $2,145,000 | +15.4% | 20,945 | +17.7% | 0.09% | +36.4% |
| Q4 2021 | $1,859,000 | +6.4% | 17,788 | +2.5% | 0.07% | -4.3% |
| Q3 2021 | $1,748,000 | -8.4% | 17,362 | -4.1% | 0.07% | -6.8% |
| Q2 2021 | $1,909,000 | +61.8% | 18,110 | +54.7% | 0.07% | +48.0% |
| Q1 2021 | $1,180,000 | +60.3% | 11,710 | +29.3% | 0.05% | +51.5% |
| Q4 2020 | $736,000 | +120.4% | 9,056 | +232.3% | 0.03% | +94.1% |
| Q3 2020 | $334,000 | +14.8% | 2,725 | +12.7% | 0.02% | +6.2% |
| Q2 2020 | $291,000 | +9.0% | 2,417 | -9.6% | 0.02% | -30.4% |
| Q1 2020 | $267,000 | -37.8% | 2,675 | +0.1% | 0.02% | +9.5% |
| Q4 2019 | $429,000 | +62.5% | 2,671 | +52.0% | 0.02% | +40.0% |
| Q3 2019 | $264,000 | – | 1,757 | – | 0.02% | – |
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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% |