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 | $106,886 | -6.2% | 1,198 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $113,918 | -8.9% | 1,198 | -10.3% | 0.00% | 0.0% |
| Q1 2023 | $125,037 | +26.3% | 1,336 | +11.5% | 0.00% | 0.0% |
| Q3 2022 | $99,000 | -7.5% | 1,198 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $107,000 | +2575.0% | 1,198 | +2895.0% | 0.00% | – |
| Q4 2021 | $4,000 | -88.2% | 40 | -88.2% | 0.00% | -100.0% |
| Q3 2021 | $34,000 | -5.6% | 340 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $36,000 | +5.9% | 340 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | +21.4% | 340 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $28,000 | +33.3% | 340 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | – | 170 | – | 0.00% | – |
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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% |