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 | $849,375 | -6.2% | 9,520 | 0.0% | 0.03% | +3.1% |
| Q2 2023 | $905,257 | +0.4% | 9,520 | -1.1% | 0.03% | -8.6% |
| Q1 2023 | $901,272 | +0.4% | 9,630 | -2.0% | 0.04% | -2.8% |
| Q4 2022 | $897,577 | +10.7% | 9,830 | 0.0% | 0.04% | +2.9% |
| Q3 2022 | $810,484 | -11.7% | 9,830 | -4.7% | 0.04% | -5.4% |
| Q2 2022 | $917,899 | +86822.3% | 10,310 | 0.0% | 0.04% | +5.7% |
| Q1 2022 | $1,056 | -99.9% | 10,310 | 0.0% | 0.04% | +6.1% |
| Q4 2021 | $1,077,000 | +3.8% | 10,310 | 0.0% | 0.03% | -5.7% |
| Q3 2021 | $1,038,000 | -4.5% | 10,310 | 0.0% | 0.04% | -5.4% |
| Q2 2021 | $1,087,000 | +4.6% | 10,310 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $1,039,000 | +24.0% | 10,310 | 0.0% | 0.04% | +19.4% |
| Q4 2020 | $838,000 | +29.3% | 10,310 | +94.8% | 0.03% | +14.8% |
| Q3 2020 | $648,000 | +3.2% | 5,292 | +1.5% | 0.03% | -6.9% |
| Q2 2020 | $628,000 | -7.8% | 5,215 | -23.5% | 0.03% | -23.7% |
| Q1 2020 | $681,000 | -40.9% | 6,815 | -4.9% | 0.04% | -22.4% |
| Q4 2019 | $1,152,000 | +7.1% | 7,165 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $1,076,000 | -5.1% | 7,165 | -6.2% | 0.05% | -5.8% |
| Q2 2019 | $1,134,000 | +1.8% | 7,635 | +1.1% | 0.05% | 0.0% |
| Q1 2019 | $1,114,000 | -11.6% | 7,552 | -21.0% | 0.05% | -22.4% |
| Q4 2018 | $1,260,000 | -24.3% | 9,562 | -4.1% | 0.07% | -11.8% |
| Q3 2018 | $1,664,000 | +2.5% | 9,972 | +0.3% | 0.08% | -5.0% |
| Q2 2018 | $1,623,000 | +8.3% | 9,945 | +0.1% | 0.08% | +6.7% |
| Q1 2018 | $1,499,000 | -3.6% | 9,940 | -1.9% | 0.08% | +2.7% |
| Q4 2017 | $1,555,000 | +3.5% | 10,132 | 0.0% | 0.07% | 0.0% |
| Q3 2017 | $1,502,000 | +5.9% | 10,132 | -0.1% | 0.07% | +2.8% |
| Q2 2017 | $1,418,000 | +1.1% | 10,147 | +0.2% | 0.07% | -1.4% |
| Q1 2017 | $1,403,000 | -1.1% | 10,122 | -0.1% | 0.07% | -5.3% |
| Q4 2016 | $1,419,000 | +49.7% | 10,137 | +33.4% | 0.08% | +52.0% |
| Q3 2016 | $948,000 | +45.6% | 7,597 | +36.2% | 0.05% | +38.9% |
| Q2 2016 | $651,000 | +5.7% | 5,577 | +2.5% | 0.04% | +5.9% |
| Q1 2016 | $616,000 | +4.8% | 5,440 | 0.0% | 0.03% | +6.2% |
| Q4 2015 | $588,000 | +3.2% | 5,440 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $570,000 | -1.9% | 5,440 | +10.1% | 0.03% | +6.7% |
| Q2 2015 | $581,000 | -5.8% | 4,940 | -4.8% | 0.03% | 0.0% |
| Q1 2015 | $617,000 | +12.6% | 5,190 | +11.6% | 0.03% | +11.1% |
| Q4 2014 | $548,000 | +141.4% | 4,650 | +119.2% | 0.03% | +125.0% |
| Q3 2014 | $227,000 | 0.0% | 2,121 | +7.6% | 0.01% | +9.1% |
| Q2 2014 | $227,000 | +5.1% | 1,971 | +3.1% | 0.01% | 0.0% |
| Q1 2014 | $216,000 | – | 1,911 | – | 0.01% | – |
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% |