ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,757,340 | -8.7% | 692,157 | -2.7% | 0.08% | -8.0% |
| Q2 2023 | $67,621,493 | +1.8% | 711,131 | +0.2% | 0.09% | -6.5% |
| Q1 2023 | $66,425,472 | +9.5% | 709,750 | +6.8% | 0.09% | +1.1% |
| Q4 2022 | $60,688,188 | +17.5% | 664,611 | +6.1% | 0.09% | +2.2% |
| Q3 2022 | $51,657,000 | +2.9% | 626,519 | +11.1% | 0.09% | +4.7% |
| Q2 2022 | $50,185,000 | +0.3% | 563,688 | +15.4% | 0.09% | +7.5% |
| Q1 2022 | $50,022,000 | +5.2% | 488,549 | +7.4% | 0.08% | +2.6% |
| Q4 2021 | $47,546,000 | +6.3% | 455,040 | +2.4% | 0.08% | -4.9% |
| Q3 2021 | $44,723,000 | -5.4% | 444,243 | -1.0% | 0.08% | -8.9% |
| Q2 2021 | $47,295,000 | +62.1% | 448,598 | +54.9% | 0.09% | +45.2% |
| Q1 2021 | $29,173,000 | +52.2% | 289,581 | +22.8% | 0.06% | +40.9% |
| Q4 2020 | $19,173,000 | +31.3% | 235,794 | +97.6% | 0.04% | +12.8% |
| Q3 2020 | $14,605,000 | -5.8% | 119,308 | -7.3% | 0.04% | -18.8% |
| Q2 2020 | $15,500,000 | +10.2% | 128,772 | -8.5% | 0.05% | -11.1% |
| Q1 2020 | $14,066,000 | -28.9% | 140,747 | +14.4% | 0.05% | -19.4% |
| Q4 2019 | $19,782,000 | +8.7% | 123,019 | +1.5% | 0.07% | -2.9% |
| Q3 2019 | $18,198,000 | +5.4% | 121,169 | +4.3% | 0.07% | 0.0% |
| Q2 2019 | $17,264,000 | +1.5% | 116,165 | +0.8% | 0.07% | -6.8% |
| Q1 2019 | $17,011,000 | +13.8% | 115,293 | +1.7% | 0.07% | -1.3% |
| Q4 2018 | $14,942,000 | +2.2% | 113,319 | +29.4% | 0.08% | +1.4% |
| Q3 2018 | $14,623,000 | +1.9% | 87,605 | -0.4% | 0.07% | -7.5% |
| Q2 2018 | $14,356,000 | +10.5% | 87,934 | +2.1% | 0.08% | +1.3% |
| Q1 2018 | $12,986,000 | -0.7% | 86,093 | +1.1% | 0.08% | -4.8% |
| Q4 2017 | $13,076,000 | +6.5% | 85,148 | +2.8% | 0.08% | -5.7% |
| Q3 2017 | $12,282,000 | +6.9% | 82,817 | +0.8% | 0.09% | -4.3% |
| Q2 2017 | $11,493,000 | +10.0% | 82,197 | +9.1% | 0.09% | -3.2% |
| Q1 2017 | $10,445,000 | -44.0% | 75,336 | -43.5% | 0.10% | -53.0% |
| Q4 2016 | $18,656,000 | +123.7% | 133,251 | +86.7% | 0.20% | +69.7% |
| Q2 2016 | $8,339,000 | +7.5% | 71,379 | +4.3% | 0.12% | -5.6% |
| Q1 2016 | $7,757,000 | +8.9% | 68,452 | +4.0% | 0.13% | -11.3% |
| Q4 2015 | $7,122,000 | -8.0% | 65,850 | -10.9% | 0.14% | -22.8% |
| Q3 2015 | $7,743,000 | -9.7% | 73,892 | +1.5% | 0.18% | -17.1% |
| Q2 2015 | $8,575,000 | -0.4% | 72,818 | +0.6% | 0.22% | -7.9% |
| Q1 2015 | $8,607,000 | +190.8% | 72,384 | +188.4% | 0.24% | +164.8% |
| Q4 2014 | $2,960,000 | +7.6% | 25,096 | -2.1% | 0.09% | -5.2% |
| Q3 2014 | $2,751,000 | +2.7% | 25,639 | +10.5% | 0.10% | -8.6% |
| Q2 2014 | $2,678,000 | -0.1% | 23,196 | -1.8% | 0.10% | -6.2% |
| Q1 2014 | $2,680,000 | +28.1% | 23,620 | +25.6% | 0.11% | +17.9% |
| Q4 2013 | $2,092,000 | +17.3% | 18,800 | +7.8% | 0.10% | +1.1% |
| Q3 2013 | $1,783,000 | +13.0% | 17,441 | +3.3% | 0.09% | 0.0% |
| Q2 2013 | $1,578,000 | – | 16,888 | – | 0.09% | – |
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% |