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 | $9,380,059 | -8.8% | 105,134 | -2.8% | 0.04% | -4.3% |
| Q2 2023 | $10,282,752 | -0.8% | 108,137 | -2.4% | 0.05% | -4.1% |
| Q1 2023 | $10,365,196 | +3.2% | 110,751 | +0.7% | 0.05% | 0.0% |
| Q4 2022 | $10,046,391 | +21.6% | 110,025 | +9.8% | 0.05% | +14.0% |
| Q3 2022 | $8,261,000 | -3.1% | 100,195 | +4.6% | 0.04% | +2.4% |
| Q2 2022 | $8,528,000 | -6.6% | 95,787 | +7.4% | 0.04% | +7.7% |
| Q1 2022 | $9,128,000 | -3.0% | 89,148 | -1.0% | 0.04% | +2.6% |
| Q4 2021 | $9,410,000 | +2.7% | 90,054 | -1.0% | 0.04% | -5.0% |
| Q3 2021 | $9,159,000 | -12.1% | 90,976 | -8.0% | 0.04% | -13.0% |
| Q2 2021 | $10,423,000 | -49.4% | 98,860 | -51.7% | 0.05% | -4.2% |
| Q1 2021 | $20,600,000 | +146.5% | 204,486 | +99.0% | 0.05% | +17.1% |
| Q4 2020 | $8,356,000 | +33.7% | 102,763 | +101.3% | 0.04% | +20.6% |
| Q3 2020 | $6,249,000 | +5.8% | 51,047 | +4.1% | 0.03% | 0.0% |
| Q2 2020 | $5,905,000 | +14.2% | 49,059 | -5.1% | 0.03% | -2.9% |
| Q1 2020 | $5,169,000 | -39.8% | 51,721 | -3.1% | 0.04% | -23.9% |
| Q4 2019 | $8,582,000 | +3.9% | 53,368 | -2.9% | 0.05% | -2.1% |
| Q3 2019 | $8,258,000 | -3.8% | 54,986 | -4.8% | 0.05% | -6.0% |
| Q2 2019 | $8,583,000 | -1.1% | 57,748 | -1.9% | 0.05% | -3.8% |
| Q1 2019 | $8,681,000 | +4.7% | 58,838 | -6.5% | 0.05% | -3.7% |
| Q4 2018 | $8,295,000 | -18.8% | 62,916 | +2.8% | 0.05% | -5.3% |
| Q3 2018 | $10,219,000 | +0.1% | 61,219 | -2.1% | 0.06% | -5.0% |
| Q2 2018 | $10,210,000 | +4.5% | 62,536 | -3.5% | 0.06% | +3.4% |
| Q1 2018 | $9,773,000 | -5.2% | 64,788 | -3.4% | 0.06% | -1.7% |
| Q4 2017 | $10,305,000 | -8.9% | 67,100 | -12.0% | 0.06% | -11.9% |
| Q3 2017 | $11,311,000 | -26.9% | 76,263 | -31.1% | 0.07% | -28.0% |
| Q2 2017 | $15,467,000 | -8.8% | 110,622 | -9.6% | 0.09% | -8.8% |
| Q1 2017 | $16,966,000 | +0.9% | 122,363 | +1.8% | 0.10% | -2.9% |
| Q4 2016 | $16,823,000 | +9.1% | 120,154 | -2.7% | 0.10% | +8.2% |
| Q3 2016 | $15,414,000 | +33.3% | 123,496 | +24.7% | 0.10% | +29.3% |
| Q2 2016 | $11,566,000 | +40.5% | 98,997 | +36.3% | 0.08% | +36.4% |
| Q1 2016 | $8,233,000 | +2.5% | 72,655 | -2.1% | 0.06% | +1.9% |
| Q4 2015 | $8,030,000 | +7.5% | 74,244 | +4.2% | 0.05% | +1.9% |
| Q3 2015 | $7,467,000 | -10.7% | 71,252 | +0.3% | 0.05% | -5.4% |
| Q2 2015 | $8,364,000 | +1.6% | 71,023 | +2.5% | 0.06% | +3.7% |
| Q1 2015 | $8,236,000 | -3.8% | 69,260 | -4.6% | 0.05% | -3.6% |
| Q4 2014 | $8,565,000 | +5.3% | 72,624 | -4.2% | 0.06% | 0.0% |
| Q3 2014 | $8,131,000 | -12.9% | 75,785 | -6.3% | 0.06% | -9.7% |
| Q2 2014 | $9,339,000 | -3.7% | 80,905 | -5.3% | 0.06% | -17.3% |
| Q1 2014 | $9,695,000 | +10.2% | 85,459 | +8.0% | 0.08% | +31.6% |
| Q4 2013 | $8,801,000 | +30.8% | 79,108 | +20.1% | 0.06% | +23.9% |
| Q3 2013 | $6,730,000 | +19.6% | 65,846 | +9.3% | 0.05% | +119.0% |
| Q2 2013 | $5,626,000 | +11.9% | 60,219 | +7.7% | 0.02% | +10.5% |
| Q1 2013 | $5,028,000 | +42.6% | 55,910 | +28.3% | 0.02% | +35.7% |
| Q4 2012 | $3,525,000 | – | 43,562 | – | 0.01% | – |
Download | ||||||
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% |