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 | $6,523,832 | -4.9% | 73,121 | +1.4% | 0.17% | -1.7% |
| Q2 2023 | $6,859,767 | +5.9% | 72,140 | +4.2% | 0.17% | -1.1% |
| Q1 2023 | $6,477,723 | +5.6% | 69,214 | +3.0% | 0.17% | -1.7% |
| Q4 2022 | $6,135,569 | +18.2% | 67,195 | +6.8% | 0.18% | -5.9% |
| Q3 2022 | $5,189,000 | -5.9% | 62,944 | +1.6% | 0.19% | -4.1% |
| Q2 2022 | $5,514,000 | -13.7% | 61,941 | -0.7% | 0.20% | -3.0% |
| Q1 2022 | $6,387,000 | -40.9% | 62,378 | -39.7% | 0.20% | -40.1% |
| Q4 2021 | $10,803,000 | +1.1% | 103,399 | -2.6% | 0.34% | -10.4% |
| Q3 2021 | $10,685,000 | -24.5% | 106,143 | -20.9% | 0.38% | -34.3% |
| Q2 2021 | $14,143,000 | +126.3% | 134,150 | +112.8% | 0.57% | +102.8% |
| Q1 2021 | $6,249,000 | +16.2% | 63,048 | -2.4% | 0.28% | +6.4% |
| Q4 2020 | $5,376,000 | +24.7% | 64,602 | +83.5% | 0.26% | +13.2% |
| Q3 2020 | $4,310,000 | +2.9% | 35,197 | +1.2% | 0.23% | -2.1% |
| Q2 2020 | $4,188,000 | +9.4% | 34,791 | -9.2% | 0.24% | -9.8% |
| Q1 2020 | $3,828,000 | -43.7% | 38,307 | -9.3% | 0.26% | -37.1% |
| Q4 2019 | $6,794,000 | +3.7% | 42,252 | -3.2% | 0.42% | -10.6% |
| Q3 2019 | $6,554,000 | -10.3% | 43,633 | -11.2% | 0.47% | -14.2% |
| Q2 2019 | $7,307,000 | -2.8% | 49,163 | -3.5% | 0.55% | -9.4% |
| Q1 2019 | $7,520,000 | +8.2% | 50,965 | -3.3% | 0.61% | -7.9% |
| Q4 2018 | $6,949,000 | -26.0% | 52,700 | -6.4% | 0.66% | -16.6% |
| Q3 2018 | $9,395,000 | +43.7% | 56,287 | +40.6% | 0.79% | +27.1% |
| Q2 2018 | $6,537,000 | +18.4% | 40,035 | +9.4% | 0.62% | +10.9% |
| Q1 2018 | $5,521,000 | +1.5% | 36,608 | +3.4% | 0.56% | -2.3% |
| Q4 2017 | $5,438,000 | +11.3% | 35,408 | +7.5% | 0.57% | -8.6% |
| Q3 2017 | $4,886,000 | +4.4% | 32,948 | -1.6% | 0.63% | -5.6% |
| Q2 2017 | $4,680,000 | +3.4% | 33,472 | +2.6% | 0.66% | -25.6% |
| Q1 2017 | $4,525,000 | +13.8% | 32,637 | +14.9% | 0.89% | +3.8% |
| Q4 2016 | $3,978,000 | +32.1% | 28,409 | +15.9% | 0.86% | +26.8% |
| Q3 2016 | $3,011,000 | +1.1% | 24,503 | 0.0% | 0.68% | -1.0% |
| Q2 2016 | $2,979,000 | +78.8% | 24,503 | +66.7% | 0.68% | +60.4% |
| Q1 2016 | $1,666,000 | +93.3% | 14,703 | +84.5% | 0.43% | +59.3% |
| Q4 2015 | $862,000 | -7.7% | 7,969 | -10.6% | 0.27% | -8.8% |
| Q3 2015 | $934,000 | -11.2% | 8,912 | -0.2% | 0.29% | -11.7% |
| Q2 2015 | $1,052,000 | -2.8% | 8,933 | -1.9% | 0.33% | -8.0% |
| Q1 2015 | $1,082,000 | -3.0% | 9,102 | -3.7% | 0.36% | -6.9% |
| Q4 2014 | $1,115,000 | +10.9% | 9,452 | +1.0% | 0.39% | +1.6% |
| Q3 2014 | $1,005,000 | -3.2% | 9,363 | +4.1% | 0.38% | -7.3% |
| Q2 2014 | $1,038,000 | +4.7% | 8,993 | +2.9% | 0.41% | -6.8% |
| Q1 2014 | $991,000 | -0.7% | 8,738 | -2.5% | 0.44% | -2.9% |
| Q4 2013 | $998,000 | -24.5% | 8,963 | -30.6% | 0.46% | -30.6% |
| Q3 2013 | $1,321,000 | +10.1% | 12,922 | +0.7% | 0.66% | +5.3% |
| Q2 2013 | $1,200,000 | – | 12,834 | – | 0.62% | – |
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% |