ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $12,653,000 | +9.5% | 121,093 | +5.5% | 1.61% | -4.0% |
| Q3 2021 | $11,558,000 | -5.6% | 114,806 | -1.1% | 1.68% | -1.1% |
| Q2 2021 | $12,238,000 | -50.6% | 116,080 | -52.8% | 1.70% | -52.9% |
| Q1 2021 | $24,770,000 | +21.9% | 245,877 | -1.6% | 3.60% | +15.3% |
| Q4 2020 | $20,322,000 | +152.0% | 249,927 | +279.5% | 3.12% | +107.2% |
| Q3 2020 | $8,063,000 | +1.3% | 65,862 | -0.4% | 1.51% | -3.7% |
| Q2 2020 | $7,958,000 | -17.6% | 66,116 | +10.0% | 1.56% | -5.5% |
| Q4 2019 | $9,662,000 | +8.3% | 60,089 | +1.2% | 1.66% | +3.0% |
| Q3 2019 | $8,922,000 | +84.9% | 59,405 | +83.0% | 1.61% | +81.3% |
| Q2 2019 | $4,826,000 | +0.8% | 32,470 | +0.1% | 0.89% | -4.5% |
| Q1 2019 | $4,787,000 | +12.6% | 32,443 | +0.6% | 0.93% | -1.2% |
| Q4 2018 | $4,252,000 | -60.4% | 32,252 | -49.9% | 0.94% | -54.4% |
| Q3 2018 | $10,741,000 | +2.6% | 64,343 | +0.3% | 2.06% | -2.9% |
| Q2 2018 | $10,473,000 | +7.9% | 64,147 | -0.3% | 2.12% | +11.2% |
| Q1 2018 | $9,709,000 | -1.3% | 64,366 | +0.5% | 1.91% | -0.3% |
| Q4 2017 | $9,839,000 | +2.9% | 64,071 | -0.6% | 1.92% | -2.0% |
| Q3 2017 | $9,561,000 | – | 64,467 | – | 1.96% | – |
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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% |