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 | $5,133,774 | -9.7% | 57,540 | -3.7% | 0.64% | -5.8% |
| Q2 2023 | $5,683,454 | -4.5% | 59,769 | -6.0% | 0.68% | -5.0% |
| Q1 2023 | $5,952,463 | -3.3% | 63,601 | -5.7% | 0.71% | -18.9% |
| Q4 2022 | $6,156,976 | +5.5% | 67,429 | -4.8% | 0.88% | +0.6% |
| Q3 2022 | $5,838,000 | -35.9% | 70,809 | -30.8% | 0.87% | -31.8% |
| Q2 2022 | $9,106,000 | -12.7% | 102,275 | +0.4% | 1.28% | +0.3% |
| Q1 2022 | $10,432,000 | -4.1% | 101,885 | -2.2% | 1.28% | +3.9% |
| Q4 2021 | $10,883,000 | +3.7% | 104,151 | -0.1% | 1.23% | -3.9% |
| Q3 2021 | $10,498,000 | -2.1% | 104,277 | +2.5% | 1.28% | -1.2% |
| Q2 2021 | $10,726,000 | +8.1% | 101,737 | +3.3% | 1.30% | +0.9% |
| Q1 2021 | $9,923,000 | -9.2% | 98,505 | -26.7% | 1.28% | -11.9% |
| Q4 2020 | $10,933,000 | +25.1% | 134,456 | +88.4% | 1.46% | +14.4% |
| Q3 2020 | $8,737,000 | +4.9% | 71,370 | +3.1% | 1.27% | -3.4% |
| Q2 2020 | $8,330,000 | +26.2% | 69,207 | +4.8% | 1.32% | +5.2% |
| Q1 2020 | $6,602,000 | -37.7% | 66,063 | +0.2% | 1.25% | -22.9% |
| Q4 2019 | $10,605,000 | -23.0% | 65,950 | -28.1% | 1.63% | -18.7% |
| Q3 2019 | $13,775,000 | +2.3% | 91,716 | +1.3% | 2.00% | -1.5% |
| Q2 2019 | $13,460,000 | +2.1% | 90,565 | +1.3% | 2.03% | +1.0% |
| Q1 2019 | $13,187,000 | +14.7% | 89,380 | +2.5% | 2.01% | +4.4% |
| Q4 2018 | $11,494,000 | -18.9% | 87,181 | +2.7% | 1.92% | -7.0% |
| Q3 2018 | $14,171,000 | +5.6% | 84,896 | +3.3% | 2.07% | -1.6% |
| Q2 2018 | $13,416,000 | +11.9% | 82,172 | +3.4% | 2.10% | +2.7% |
| Q1 2018 | $11,987,000 | +1.0% | 79,469 | +2.8% | 2.05% | +9.5% |
| Q4 2017 | $11,873,000 | +4.5% | 77,312 | +0.9% | 1.87% | -11.8% |
| Q3 2017 | $11,361,000 | +9.0% | 76,606 | +2.8% | 2.12% | +7.9% |
| Q2 2017 | $10,422,000 | +6.2% | 74,535 | +5.3% | 1.96% | +4.2% |
| Q1 2017 | $9,818,000 | +3.0% | 70,809 | +4.1% | 1.88% | -2.0% |
| Q4 2016 | $9,528,000 | +13.8% | 68,050 | +1.5% | 1.92% | +5.8% |
| Q3 2016 | $8,371,000 | +9.4% | 67,067 | +2.4% | 1.82% | +9.4% |
| Q2 2016 | $7,651,000 | +12.1% | 65,486 | +8.7% | 1.66% | +6.5% |
| Q1 2016 | $6,825,000 | +10.7% | 60,230 | +5.6% | 1.56% | +7.6% |
| Q4 2015 | $6,168,000 | +4.2% | 57,028 | +1.0% | 1.45% | -1.4% |
| Q3 2015 | $5,920,000 | -10.7% | 56,490 | +0.4% | 1.47% | -18.9% |
| Q2 2015 | $6,628,000 | -2.0% | 56,286 | -1.0% | 1.81% | -1.4% |
| Q1 2015 | $6,764,000 | +4.8% | 56,882 | +3.9% | 1.84% | +2.9% |
| Q4 2014 | $6,455,000 | +11.4% | 54,727 | +1.4% | 1.78% | +11.8% |
| Q3 2014 | $5,792,000 | -7.3% | 53,989 | -0.2% | 1.60% | -5.6% |
| Q2 2014 | $6,247,000 | +2.4% | 54,123 | +0.6% | 1.69% | -5.4% |
| Q1 2014 | $6,101,000 | +1.9% | 53,779 | -0.0% | 1.79% | +1.6% |
| Q4 2013 | $5,986,000 | +8.1% | 53,798 | -0.7% | 1.76% | -3.2% |
| Q3 2013 | $5,536,000 | +11.1% | 54,155 | +1.6% | 1.82% | +6.3% |
| Q2 2013 | $4,981,000 | – | 53,307 | – | 1.71% | – |
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% |