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 | $539,246 | -10.6% | 6,044 | -4.7% | 0.04% | -16.7% |
| Q2 2023 | $603,346 | -8.9% | 6,345 | -10.4% | 0.05% | -10.0% |
| Q1 2023 | $662,524 | -6.8% | 7,079 | -9.0% | 0.06% | -9.1% |
| Q4 2022 | $710,666 | +7.5% | 7,783 | -2.9% | 0.07% | 0.0% |
| Q3 2022 | $661,000 | -17.7% | 8,016 | -11.1% | 0.07% | -12.0% |
| Q2 2022 | $803,000 | -25.0% | 9,018 | -13.8% | 0.08% | -16.7% |
| Q1 2022 | $1,071,000 | -9.2% | 10,466 | -7.3% | 0.09% | -5.3% |
| Q4 2021 | $1,180,000 | -0.9% | 11,293 | -4.5% | 0.10% | -8.7% |
| Q3 2021 | $1,191,000 | -8.5% | 11,827 | -4.2% | 0.10% | -5.5% |
| Q2 2021 | $1,301,000 | +7.0% | 12,345 | +2.3% | 0.11% | +0.9% |
| Q1 2021 | $1,216,000 | +12.7% | 12,073 | -9.0% | 0.11% | +2.8% |
| Q4 2020 | $1,079,000 | +104.7% | 13,269 | +208.0% | 0.11% | +82.8% |
| Q3 2020 | $527,000 | +5.8% | 4,308 | +4.1% | 0.06% | +3.6% |
| Q2 2020 | $498,000 | +96.8% | 4,138 | +63.9% | 0.06% | +69.7% |
| Q1 2020 | $253,000 | -33.2% | 2,524 | +6.9% | 0.03% | -13.2% |
| Q4 2019 | $379,000 | +17.0% | 2,360 | +9.1% | 0.04% | +11.8% |
| Q3 2019 | $324,000 | -15.2% | 2,163 | -15.9% | 0.03% | -17.1% |
| Q2 2019 | $382,000 | – | 2,573 | – | 0.04% | – |
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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% |