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 | $129,048,076 | -6.0% | 1,446,403 | +0.2% | 1.16% | -2.1% |
| Q2 2023 | $137,216,106 | +103484.3% | 1,443,013 | +2.0% | 1.19% | -0.3% |
| Q1 2023 | $132,468 | +4.6% | 1,415,407 | +2.0% | 1.19% | +2.1% |
| Q4 2022 | $126,665 | -99.9% | 1,387,200 | +11.4% | 1.16% | +12.5% |
| Q3 2022 | $102,655,000 | -8.0% | 1,245,058 | -0.7% | 1.04% | -2.5% |
| Q2 2022 | $111,626,000 | -25.7% | 1,253,802 | -14.6% | 1.06% | -12.4% |
| Q1 2022 | $150,253,000 | +0.6% | 1,467,457 | +2.7% | 1.21% | +4.2% |
| Q4 2021 | $149,286,000 | +13.4% | 1,428,712 | +9.2% | 1.16% | +2.3% |
| Q3 2021 | $131,667,000 | +338.6% | 1,307,909 | +359.3% | 1.14% | +337.7% |
| Q2 2021 | $30,021,000 | +4.4% | 284,749 | -0.2% | 0.26% | 0.0% |
| Q1 2021 | $28,749,000 | +27.6% | 285,376 | +3.0% | 0.26% | +19.8% |
| Q4 2020 | $22,525,000 | +40.0% | 277,027 | +110.9% | 0.22% | +24.0% |
| Q3 2020 | $16,084,000 | +7.5% | 131,384 | +5.7% | 0.18% | +0.6% |
| Q2 2020 | $14,967,000 | +22.0% | 124,339 | +1.3% | 0.17% | +6.7% |
| Q1 2020 | $12,271,000 | -39.3% | 122,786 | -2.4% | 0.16% | -23.1% |
| Q4 2019 | $20,231,000 | -7.1% | 125,817 | -13.2% | 0.21% | -12.4% |
| Q3 2019 | $21,772,000 | +7.9% | 144,959 | +6.7% | 0.24% | +6.1% |
| Q2 2019 | $20,185,000 | +20.8% | 135,820 | +20.0% | 0.23% | +18.8% |
| Q1 2019 | $16,706,000 | +36.3% | 113,228 | +21.8% | 0.19% | +25.5% |
| Q4 2018 | $12,253,000 | -27.0% | 92,928 | -7.6% | 0.15% | -15.5% |
| Q3 2018 | $16,788,000 | +5.5% | 100,568 | +3.2% | 0.18% | +0.6% |
| Q2 2018 | $15,910,000 | +5.0% | 97,445 | -3.0% | 0.18% | +5.9% |
| Q1 2018 | $15,149,000 | +27.4% | 100,430 | +29.7% | 0.17% | +31.8% |
| Q4 2017 | $11,895,000 | +7.2% | 77,457 | +3.6% | 0.13% | +2.4% |
| Q3 2017 | $11,094,000 | +13.1% | 74,801 | +6.6% | 0.13% | +9.6% |
| Q2 2017 | $9,810,000 | -0.4% | 70,159 | -1.2% | 0.12% | -1.7% |
| Q1 2017 | $9,850,000 | -0.7% | 71,043 | +0.3% | 0.12% | -3.3% |
| Q4 2016 | $9,919,000 | +13.4% | 70,851 | +1.1% | 0.12% | +7.1% |
| Q3 2016 | $8,744,000 | +14.5% | 70,060 | +7.2% | 0.11% | +14.1% |
| Q2 2016 | $7,638,000 | +9.6% | 65,380 | +6.3% | 0.10% | +7.6% |
| Q1 2016 | $6,971,000 | +25.6% | 61,511 | +19.9% | 0.09% | +24.3% |
| Q4 2015 | $5,550,000 | +34.3% | 51,311 | +30.1% | 0.07% | +25.4% |
| Q3 2015 | $4,134,000 | -2.1% | 39,451 | +10.0% | 0.06% | +5.4% |
| Q2 2015 | $4,222,000 | +6.7% | 35,853 | +7.8% | 0.06% | +9.8% |
| Q1 2015 | $3,956,000 | +3.9% | 33,272 | +3.1% | 0.05% | +4.1% |
| Q4 2014 | $3,808,000 | +30.8% | 32,287 | +19.0% | 0.05% | +36.1% |
| Q3 2014 | $2,911,000 | -3.1% | 27,131 | +4.3% | 0.04% | -2.7% |
| Q2 2014 | $3,004,000 | +7.9% | 26,022 | +6.1% | 0.04% | +5.7% |
| Q1 2014 | $2,784,000 | +1.5% | 24,537 | -0.5% | 0.04% | +2.9% |
| Q4 2013 | $2,744,000 | +2.4% | 24,667 | -5.9% | 0.03% | -2.9% |
| Q3 2013 | $2,680,000 | +20.7% | 26,215 | +10.3% | 0.04% | +16.7% |
| Q2 2013 | $2,221,000 | – | 23,768 | – | 0.03% | – |
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% |