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 | $13,316,515 | -0.0% | 149,255 | +6.6% | 0.20% | +1.0% |
| Q2 2023 | $13,317,335 | +0.8% | 140,050 | -0.8% | 0.20% | -5.8% |
| Q1 2023 | $13,217,876 | +7.9% | 141,232 | +5.3% | 0.21% | +1.0% |
| Q4 2022 | $12,249,981 | +12.5% | 134,158 | +1.6% | 0.21% | +1.0% |
| Q3 2022 | $10,886,000 | -0.8% | 132,027 | +7.1% | 0.20% | -2.9% |
| Q2 2022 | $10,971,000 | +10.6% | 123,228 | +27.2% | 0.21% | +25.7% |
| Q1 2022 | $9,920,000 | +26.6% | 96,885 | +29.2% | 0.17% | +32.5% |
| Q4 2021 | $7,835,000 | +15.3% | 74,984 | +11.1% | 0.13% | -3.8% |
| Q3 2021 | $6,796,000 | +0.8% | 67,504 | +5.6% | 0.13% | -2.2% |
| Q2 2021 | $6,741,000 | +7.4% | 63,939 | +2.6% | 0.13% | -4.3% |
| Q1 2021 | $6,279,000 | +27.4% | 62,333 | +2.8% | 0.14% | +13.8% |
| Q4 2020 | $4,930,000 | +39.0% | 60,630 | +109.2% | 0.12% | +19.4% |
| Q3 2020 | $3,547,000 | +4.2% | 28,977 | +2.4% | 0.10% | -3.7% |
| Q2 2020 | $3,405,000 | +11.5% | 28,289 | -7.4% | 0.11% | -14.4% |
| Q1 2020 | $3,053,000 | -39.0% | 30,546 | -1.9% | 0.12% | -22.8% |
| Q4 2019 | $5,004,000 | +14.5% | 31,122 | +7.0% | 0.16% | -16.9% |
| Q3 2019 | $4,369,000 | +1.7% | 29,088 | +0.6% | 0.20% | +0.5% |
| Q2 2019 | $4,297,000 | +0.6% | 28,911 | -0.2% | 0.19% | -11.4% |
| Q1 2019 | $4,273,000 | +18.1% | 28,961 | +5.6% | 0.22% | +3.8% |
| Q4 2018 | $3,617,000 | -15.0% | 27,430 | +7.6% | 0.21% | -2.8% |
| Q3 2018 | $4,254,000 | +13.5% | 25,486 | +11.0% | 0.22% | +7.4% |
| Q2 2018 | $3,749,000 | +12.3% | 22,962 | +3.8% | 0.20% | +6.9% |
| Q1 2018 | $3,337,000 | +2.8% | 22,125 | +4.7% | 0.19% | +2.7% |
| Q4 2017 | $3,245,000 | +4.0% | 21,128 | +0.4% | 0.18% | -2.6% |
| Q3 2017 | $3,121,000 | +7.7% | 21,046 | +1.5% | 0.19% | +1.1% |
| Q2 2017 | $2,898,000 | +13.2% | 20,727 | +12.3% | 0.19% | +8.7% |
| Q1 2017 | $2,559,000 | +171.7% | 18,453 | +174.2% | 0.17% | +152.9% |
| Q4 2016 | $942,000 | +32.1% | 6,730 | +17.9% | 0.07% | +25.9% |
| Q3 2016 | $713,000 | +6.9% | 5,710 | +0.0% | 0.05% | +5.9% |
| Q2 2016 | $667,000 | +12.3% | 5,709 | +9.0% | 0.05% | +13.3% |
| Q1 2016 | $594,000 | +7.8% | 5,238 | +2.7% | 0.04% | +7.1% |
| Q4 2015 | $551,000 | +46.2% | 5,098 | +41.5% | 0.04% | +44.8% |
| Q3 2015 | $377,000 | -6.2% | 3,602 | +5.5% | 0.03% | +11.5% |
| Q2 2015 | $402,000 | -0.7% | 3,413 | +0.1% | 0.03% | -3.7% |
| Q1 2015 | $405,000 | +24.6% | 3,408 | +23.7% | 0.03% | +17.4% |
| Q4 2014 | $325,000 | – | 2,755 | – | 0.02% | – |
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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% |