ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,789,217 | -9.9% | 20,054 | -4.0% | 0.06% | -4.5% |
| Q2 2023 | $1,986,810 | +0.2% | 20,894 | -1.4% | 0.07% | -4.3% |
| Q1 2023 | $1,982,985 | +0.4% | 21,188 | -2.0% | 0.07% | -4.1% |
| Q4 2022 | $1,975,127 | +6.9% | 21,631 | -3.4% | 0.07% | +2.8% |
| Q3 2022 | $1,847,000 | -8.1% | 22,391 | -0.8% | 0.07% | -2.7% |
| Q2 2022 | $2,009,000 | -13.0% | 22,566 | 0.0% | 0.07% | +2.8% |
| Q1 2022 | $2,310,000 | -8.0% | 22,566 | -6.0% | 0.07% | -2.7% |
| Q4 2021 | $2,510,000 | +0.2% | 24,015 | -3.5% | 0.07% | -7.6% |
| Q3 2021 | $2,505,000 | -5.1% | 24,890 | -0.6% | 0.08% | +1.3% |
| Q2 2021 | $2,639,000 | -12.0% | 25,032 | -15.9% | 0.08% | -11.4% |
| Q1 2021 | $2,998,000 | -6.0% | 29,762 | -24.2% | 0.09% | -10.2% |
| Q4 2020 | $3,191,000 | +26.9% | 39,254 | +91.1% | 0.10% | +15.3% |
| Q3 2020 | $2,514,000 | -0.7% | 20,542 | -2.3% | 0.08% | -7.6% |
| Q2 2020 | $2,532,000 | +15.9% | 21,032 | -3.8% | 0.09% | -7.1% |
| Q1 2020 | $2,184,000 | -38.4% | 21,853 | -0.9% | 0.10% | -25.0% |
| Q4 2019 | $3,546,000 | +15.3% | 22,051 | +7.7% | 0.13% | +12.8% |
| Q3 2019 | $3,076,000 | -0.5% | 20,478 | -1.6% | 0.12% | -0.8% |
| Q2 2019 | $3,093,000 | +8.8% | 20,813 | +8.1% | 0.12% | +1.7% |
| Q1 2019 | $2,842,000 | +11.7% | 19,259 | -0.2% | 0.12% | -3.3% |
| Q4 2018 | $2,544,000 | +2.2% | 19,289 | +29.3% | 0.12% | -2.4% |
| Q3 2018 | $2,490,000 | -9.7% | 14,916 | -11.7% | 0.12% | -0.8% |
| Q2 2018 | $2,757,000 | +8.5% | 16,886 | +0.2% | 0.12% | +6.0% |
| Q1 2018 | $2,542,000 | +19.0% | 16,852 | +21.1% | 0.12% | -32.0% |
| Q4 2017 | $2,137,000 | -32.9% | 13,914 | -35.2% | 0.17% | -1.1% |
| Q3 2017 | $3,185,000 | +182.9% | 21,477 | +166.7% | 0.17% | +15.2% |
| Q2 2017 | $1,126,000 | +9.1% | 8,054 | +8.3% | 0.15% | +6.3% |
| Q1 2017 | $1,032,000 | +7.2% | 7,439 | +8.1% | 0.14% | +3.6% |
| Q4 2016 | $963,000 | +21.1% | 6,882 | +8.0% | 0.14% | +3.8% |
| Q3 2016 | $795,000 | -13.2% | 6,373 | -18.7% | 0.13% | -16.5% |
| Q2 2016 | $916,000 | +7.1% | 7,841 | +3.9% | 0.16% | +1.9% |
| Q1 2016 | $855,000 | +7.0% | 7,546 | +2.2% | 0.16% | +8.4% |
| Q4 2015 | $799,000 | -1.5% | 7,386 | +7.2% | 0.14% | +1.4% |
| Q3 2015 | $811,000 | 0.0% | 6,888 | 0.0% | 0.14% | 0.0% |
| Q2 2015 | $811,000 | +35.8% | 6,888 | +37.1% | 0.14% | +35.6% |
| Q1 2015 | $597,000 | +0.8% | 5,023 | 0.0% | 0.10% | -1.0% |
| Q4 2014 | $592,000 | +11.7% | 5,023 | +1.8% | 0.10% | +6.1% |
| Q3 2014 | $530,000 | +5.4% | 4,934 | +13.2% | 0.10% | +3.1% |
| Q2 2014 | $503,000 | -3.6% | 4,359 | -5.3% | 0.10% | -11.9% |
| Q1 2014 | $522,000 | +2.6% | 4,604 | +0.5% | 0.11% | -5.2% |
| Q4 2013 | $509,000 | +5.2% | 4,579 | -3.4% | 0.12% | -4.2% |
| Q3 2013 | $484,000 | +9.5% | 4,740 | +0.3% | 0.12% | +2.6% |
| Q2 2013 | $442,000 | – | 4,725 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |