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 | $487,498 | +87265.2% | 5,464 | -6.8% | 0.01% | -12.5% |
| Q2 2023 | $558 | -14.9% | 5,864 | -16.3% | 0.02% | -23.8% |
| Q1 2023 | $656 | -0.3% | 7,010 | -2.8% | 0.02% | -4.5% |
| Q4 2022 | $658 | -99.9% | 7,210 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $595,000 | -12.5% | 7,210 | -5.5% | 0.02% | -8.3% |
| Q2 2022 | $680,000 | -3.5% | 7,631 | +10.9% | 0.02% | +9.1% |
| Q1 2022 | $705,000 | -10.9% | 6,881 | -9.1% | 0.02% | -8.3% |
| Q4 2021 | $791,000 | -29.0% | 7,569 | -31.6% | 0.02% | -35.1% |
| Q3 2021 | $1,114,000 | -1.1% | 11,071 | +3.7% | 0.04% | 0.0% |
| Q2 2021 | $1,126,000 | +4.7% | 10,674 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $1,075,000 | +96.9% | 10,674 | +59.0% | 0.04% | +76.2% |
| Q4 2020 | $546,000 | +22.4% | 6,714 | +84.3% | 0.02% | +10.5% |
| Q3 2020 | $446,000 | +12.1% | 3,642 | +10.0% | 0.02% | 0.0% |
| Q2 2020 | $398,000 | +6.4% | 3,312 | -11.4% | 0.02% | -13.6% |
| Q1 2020 | $374,000 | -40.1% | 3,740 | -3.6% | 0.02% | -26.7% |
| Q4 2019 | $624,000 | +19.8% | 3,881 | +11.9% | 0.03% | +11.1% |
| Q3 2019 | $521,000 | -1.0% | 3,469 | -2.0% | 0.03% | -6.9% |
| Q2 2019 | $526,000 | -1.9% | 3,539 | -2.6% | 0.03% | -6.5% |
| Q1 2019 | $536,000 | +13.6% | 3,632 | +1.5% | 0.03% | +3.3% |
| Q4 2018 | $472,000 | +35.2% | 3,580 | +71.5% | 0.03% | +50.0% |
| Q3 2018 | $349,000 | -0.3% | 2,087 | -2.7% | 0.02% | -4.8% |
| Q2 2018 | $350,000 | +7.4% | 2,145 | -0.8% | 0.02% | -8.7% |
| Q1 2018 | $326,000 | +30.9% | 2,163 | +33.6% | 0.02% | +35.3% |
| Q4 2017 | $249,000 | -7.8% | 1,619 | -11.0% | 0.02% | -10.5% |
| Q3 2017 | $270,000 | +5.9% | 1,819 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $255,000 | +1.2% | 1,819 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $252,000 | -1.2% | 1,819 | 0.0% | 0.02% | -5.0% |
| Q4 2016 | $255,000 | +2.8% | 1,819 | -8.3% | 0.02% | -4.8% |
| Q3 2016 | $248,000 | -3.1% | 1,984 | -9.3% | 0.02% | -8.7% |
| Q2 2016 | $256,000 | +3.6% | 2,187 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $247,000 | +2.5% | 2,187 | -1.8% | 0.02% | +4.5% |
| Q4 2015 | $241,000 | -5.5% | 2,227 | -8.6% | 0.02% | -24.1% |
| Q3 2015 | $255,000 | -6.6% | 2,437 | +5.1% | 0.03% | 0.0% |
| Q2 2015 | $273,000 | +3.4% | 2,318 | +4.0% | 0.03% | +3.6% |
| Q1 2015 | $264,000 | +0.4% | 2,228 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $263,000 | +10.0% | 2,228 | 0.0% | 0.03% | +3.7% |
| Q3 2014 | $239,000 | -7.4% | 2,228 | -0.3% | 0.03% | -10.0% |
| Q2 2014 | $258,000 | +2.0% | 2,234 | 0.0% | 0.03% | -3.2% |
| Q1 2014 | $253,000 | +2.0% | 2,234 | 0.0% | 0.03% | -6.1% |
| Q4 2013 | $248,000 | +8.3% | 2,234 | 0.0% | 0.03% | -5.7% |
| Q3 2013 | $229,000 | +8.5% | 2,234 | -1.1% | 0.04% | 0.0% |
| Q2 2013 | $211,000 | – | 2,259 | – | 0.04% | – |
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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% |