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 | $363,000 | -7.6% | 4,404 | -0.2% | 0.04% | -10.3% |
| Q2 2022 | $393,000 | -44.6% | 4,411 | -37.4% | 0.04% | -33.9% |
| Q3 2021 | $709,000 | -31.8% | 7,043 | -28.6% | 0.06% | -33.0% |
| Q2 2021 | $1,040,000 | +10.2% | 9,867 | +5.3% | 0.09% | -5.4% |
| Q1 2021 | $944,000 | -56.6% | 9,371 | -64.9% | 0.09% | -59.4% |
| Q4 2020 | $2,174,000 | +131.5% | 26,734 | +327.7% | 0.23% | +55.8% |
| Q3 2019 | $939,000 | -2.7% | 6,250 | +104066.7% | 0.15% | -15.5% |
| Q3 2018 | $965,000 | +1456.5% | 6 | -98.4% | 0.17% | +1833.3% |
| Q2 2018 | $62,000 | -78.7% | 377 | -80.5% | 0.01% | -86.8% |
| Q1 2018 | $291,000 | -66.7% | 1,930 | -66.1% | 0.07% | -69.9% |
| Q4 2017 | $874,000 | – | 5,688 | – | 0.23% | – |
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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% |