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 | $4,077,354 | -6.2% | 45,700 | 0.0% | 0.21% | -1.4% |
| Q2 2023 | $4,345,613 | +1.6% | 45,700 | 0.0% | 0.21% | -5.4% |
| Q1 2023 | $4,277,063 | +2.5% | 45,700 | 0.0% | 0.22% | -3.5% |
| Q4 2022 | $4,172,867 | +10.7% | 45,700 | 0.0% | 0.23% | +1.3% |
| Q3 2022 | $3,768,000 | -7.4% | 45,700 | 0.0% | 0.23% | -5.0% |
| Q2 2022 | $4,069,000 | -13.0% | 45,700 | 0.0% | 0.24% | +3.9% |
| Q1 2022 | $4,679,000 | -2.0% | 45,700 | 0.0% | 0.23% | +3.6% |
| Q4 2021 | $4,775,000 | +3.8% | 45,700 | 0.0% | 0.22% | -4.3% |
| Q3 2021 | $4,601,000 | -4.5% | 45,700 | 0.0% | 0.23% | -6.5% |
| Q2 2021 | $4,818,000 | +4.6% | 45,700 | 0.0% | 0.25% | -0.4% |
| Q1 2021 | $4,604,000 | +23.9% | 45,700 | 0.0% | 0.25% | +17.5% |
| Q4 2020 | $3,716,000 | +32.9% | 45,700 | +100.0% | 0.21% | +17.9% |
| Q3 2020 | $2,797,000 | +1.7% | 22,850 | 0.0% | 0.18% | -7.3% |
| Q2 2020 | $2,750,000 | +20.4% | 22,850 | 0.0% | 0.19% | -0.5% |
| Q1 2020 | $2,284,000 | -41.4% | 22,850 | -5.7% | 0.19% | -25.7% |
| Q4 2019 | $3,898,000 | +7.1% | 24,240 | 0.0% | 0.26% | -0.8% |
| Q3 2019 | $3,641,000 | +1.1% | 24,240 | 0.0% | 0.26% | -2.6% |
| Q2 2019 | $3,603,000 | +2.2% | 24,240 | +1.4% | 0.27% | -2.2% |
| Q1 2019 | $3,526,000 | +11.9% | 23,900 | 0.0% | 0.28% | -4.5% |
| Q4 2018 | $3,151,000 | -21.0% | 23,900 | 0.0% | 0.29% | -8.3% |
| Q3 2018 | $3,990,000 | +2.3% | 23,900 | 0.0% | 0.32% | -5.7% |
| Q2 2018 | $3,902,000 | +8.2% | 23,900 | 0.0% | 0.33% | +5.7% |
| Q1 2018 | $3,605,000 | -1.8% | 23,900 | 0.0% | 0.32% | -1.6% |
| Q4 2017 | $3,670,000 | +3.5% | 23,900 | 0.0% | 0.32% | -0.3% |
| Q3 2017 | $3,545,000 | +5.3% | 23,900 | -0.7% | 0.32% | 0.0% |
| Q2 2017 | $3,366,000 | +0.8% | 24,075 | 0.0% | 0.32% | -3.9% |
| Q1 2017 | $3,338,000 | +0.5% | 24,075 | +1.5% | 0.34% | -5.1% |
| Q4 2016 | $3,322,000 | +16.5% | 23,730 | +3.9% | 0.35% | +11.7% |
| Q3 2016 | $2,852,000 | +6.8% | 22,850 | 0.0% | 0.32% | +7.5% |
| Q2 2016 | $2,670,000 | +3.1% | 22,850 | 0.0% | 0.29% | -2.3% |
| Q1 2016 | $2,589,000 | +4.8% | 22,850 | 0.0% | 0.30% | -2.6% |
| Q4 2015 | $2,471,000 | +3.2% | 22,850 | 0.0% | 0.31% | -2.2% |
| Q3 2015 | $2,394,000 | -11.0% | 22,850 | 0.0% | 0.32% | -8.4% |
| Q2 2015 | $2,691,000 | -1.0% | 22,850 | 0.0% | 0.34% | -1.4% |
| Q1 2015 | $2,717,000 | +0.8% | 22,850 | 0.0% | 0.35% | -1.4% |
| Q4 2014 | $2,695,000 | +9.9% | 22,850 | 0.0% | 0.36% | -1.1% |
| Q3 2014 | $2,452,000 | -7.1% | 22,850 | 0.0% | 0.36% | -7.7% |
| Q2 2014 | $2,638,000 | +1.8% | 22,850 | 0.0% | 0.39% | +7.8% |
| Q1 2014 | $2,592,000 | +1.0% | 22,850 | -1.0% | 0.36% | +0.3% |
| Q4 2013 | $2,567,000 | +8.8% | 23,075 | 0.0% | 0.36% | -4.5% |
| Q3 2013 | $2,359,000 | +9.4% | 23,075 | 0.0% | 0.38% | +1.3% |
| Q2 2013 | $2,156,000 | – | 23,075 | – | 0.37% | – |
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% |