ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,157,625 | -2.1% | 12,975 | +4.4% | 0.04% | +2.5% |
| Q2 2023 | $1,181,964 | +1.6% | 12,430 | 0.0% | 0.04% | -7.0% |
| Q1 2023 | $1,163,319 | -3.0% | 12,430 | -5.3% | 0.04% | -8.5% |
| Q4 2022 | $1,198,894 | +0.1% | 13,130 | -9.6% | 0.05% | -7.8% |
| Q3 2022 | $1,198,000 | -9.2% | 14,530 | -2.0% | 0.05% | -5.6% |
| Q2 2022 | $1,320,000 | -13.0% | 14,830 | 0.0% | 0.05% | -1.8% |
| Q1 2022 | $1,518,000 | -0.5% | 14,830 | +1.6% | 0.06% | -1.8% |
| Q4 2021 | $1,526,000 | +3.8% | 14,600 | 0.0% | 0.06% | -6.7% |
| Q3 2021 | $1,470,000 | -4.5% | 14,600 | 0.0% | 0.06% | -6.2% |
| Q2 2021 | $1,539,000 | +8.7% | 14,600 | +3.8% | 0.06% | +1.6% |
| Q1 2021 | $1,416,000 | +20.2% | 14,060 | -2.9% | 0.06% | +6.8% |
| Q4 2020 | $1,178,000 | -2.2% | 14,483 | +47.1% | 0.06% | -14.5% |
| Q3 2020 | $1,205,000 | -5.5% | 9,847 | -7.0% | 0.07% | -13.8% |
| Q2 2020 | $1,275,000 | +8.3% | 10,592 | -10.1% | 0.08% | -12.1% |
| Q1 2020 | $1,177,000 | -49.0% | 11,780 | -17.9% | 0.09% | -38.1% |
| Q4 2019 | $2,307,000 | -0.3% | 14,346 | -6.9% | 0.15% | -8.7% |
| Q3 2019 | $2,313,000 | -1.8% | 15,403 | -2.8% | 0.16% | -4.2% |
| Q2 2019 | $2,355,000 | +2.0% | 15,843 | +1.2% | 0.17% | -1.8% |
| Q1 2019 | $2,309,000 | +15.9% | 15,655 | +3.6% | 0.17% | +3.6% |
| Q4 2018 | $1,993,000 | -34.6% | 15,112 | -17.2% | 0.16% | -25.7% |
| Q3 2018 | $3,046,000 | +2.2% | 18,252 | 0.0% | 0.22% | -5.1% |
| Q2 2018 | $2,980,000 | +7.9% | 18,252 | -0.3% | 0.23% | +3.5% |
| Q1 2018 | $2,762,000 | +35.1% | 18,312 | +37.6% | 0.23% | +29.1% |
| Q4 2017 | $2,044,000 | +195.8% | 13,307 | +185.7% | 0.18% | +173.4% |
| Q3 2017 | $691,000 | +18.1% | 4,657 | +11.4% | 0.06% | +12.3% |
| Q2 2017 | $585,000 | +12.3% | 4,182 | +11.3% | 0.06% | +9.6% |
| Q1 2017 | $521,000 | -1.0% | 3,757 | 0.0% | 0.05% | -7.1% |
| Q4 2016 | $526,000 | +11.9% | 3,757 | -0.3% | 0.06% | +5.7% |
| Q3 2016 | $470,000 | +14.4% | 3,767 | +7.1% | 0.05% | +12.8% |
| Q2 2016 | $411,000 | +3.0% | 3,517 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $399,000 | +5.0% | 3,517 | 0.0% | 0.05% | +4.4% |
| Q4 2015 | $380,000 | +3.0% | 3,517 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $369,000 | -10.9% | 3,517 | 0.0% | 0.04% | -2.2% |
| Q2 2015 | $414,000 | -1.0% | 3,517 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $418,000 | +0.7% | 3,517 | 0.0% | 0.05% | 0.0% |
| Q4 2014 | $415,000 | +10.1% | 3,517 | 0.0% | 0.05% | +7.0% |
| Q3 2014 | $377,000 | -7.1% | 3,517 | 0.0% | 0.04% | -6.5% |
| Q2 2014 | $406,000 | +1.8% | 3,517 | 0.0% | 0.05% | -2.1% |
| Q1 2014 | $399,000 | +5.0% | 3,517 | +2.9% | 0.05% | +2.2% |
| Q4 2013 | $380,000 | +8.9% | 3,417 | 0.0% | 0.05% | -2.1% |
| Q3 2013 | $349,000 | +9.4% | 3,417 | 0.0% | 0.05% | +2.2% |
| Q2 2013 | $319,000 | – | 3,417 | – | 0.05% | – |
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% |