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 | $4,475 | -8.9% | 50,158 | -2.9% | 0.02% | 0.0% |
| Q2 2023 | $4,914 | +2.7% | 51,674 | +1.0% | 0.02% | -15.0% |
| Q1 2023 | $4,787 | -18.2% | 51,153 | -20.2% | 0.02% | -13.0% |
| Q4 2022 | $5,850 | -99.9% | 64,063 | -28.2% | 0.02% | -28.1% |
| Q3 2022 | $7,353,000 | -81.8% | 89,183 | -80.3% | 0.03% | -82.4% |
| Q2 2022 | $40,328,000 | +1005.2% | 451,793 | +1167.7% | 0.18% | +1037.5% |
| Q1 2022 | $3,649,000 | -47.0% | 35,640 | -45.9% | 0.02% | -40.7% |
| Q4 2021 | $6,890,000 | +89.5% | 65,937 | +82.6% | 0.03% | +68.8% |
| Q3 2021 | $3,636,000 | -40.4% | 36,119 | -37.6% | 0.02% | -40.7% |
| Q2 2021 | $6,102,000 | +4.3% | 57,873 | -0.4% | 0.03% | -3.6% |
| Q1 2021 | $5,851,000 | +133.1% | 58,083 | +88.2% | 0.03% | +133.3% |
| Q4 2020 | $2,510,000 | +38.9% | 30,865 | +109.1% | 0.01% | +20.0% |
| Q3 2020 | $1,807,000 | +1.1% | 14,758 | -0.6% | 0.01% | -9.1% |
| Q2 2020 | $1,787,000 | -20.6% | 14,847 | -34.1% | 0.01% | -38.9% |
| Q1 2020 | $2,251,000 | -30.3% | 22,522 | +12.1% | 0.02% | -14.3% |
| Q4 2019 | $3,230,000 | +6.2% | 20,087 | -0.8% | 0.02% | -4.5% |
| Q3 2019 | $3,041,000 | -8.6% | 20,246 | -9.5% | 0.02% | -15.4% |
| Q2 2019 | $3,326,000 | +3.8% | 22,379 | +3.0% | 0.03% | 0.0% |
| Q1 2019 | $3,205,000 | +21.9% | 21,724 | +9.0% | 0.03% | +4.0% |
| Q4 2018 | $2,629,000 | -17.5% | 19,936 | +4.4% | 0.02% | -7.4% |
| Q3 2018 | $3,187,000 | +10.6% | 19,092 | +8.2% | 0.03% | -3.6% |
| Q2 2018 | $2,882,000 | +8.7% | 17,649 | +0.4% | 0.03% | +3.7% |
| Q1 2018 | $2,652,000 | 0.0% | 17,581 | +1.8% | 0.03% | -3.6% |
| Q4 2017 | $2,652,000 | +31.4% | 17,270 | +26.9% | 0.03% | +21.7% |
| Q3 2017 | $2,018,000 | +182.6% | 13,605 | +166.5% | 0.02% | +155.6% |
| Q2 2017 | $714,000 | +71.6% | 5,106 | +70.1% | 0.01% | +50.0% |
| Q1 2017 | $416,000 | +3.0% | 3,001 | +4.1% | 0.01% | 0.0% |
| Q4 2016 | $404,000 | -6.9% | 2,884 | -17.0% | 0.01% | -25.0% |
| Q3 2016 | $434,000 | -45.9% | 3,474 | -49.4% | 0.01% | -50.0% |
| Q2 2016 | $802,000 | +9.6% | 6,870 | +6.4% | 0.02% | -15.8% |
| Q1 2016 | $732,000 | +21.4% | 6,457 | +15.9% | 0.02% | +18.8% |
| Q4 2015 | $603,000 | +4.7% | 5,573 | +1.3% | 0.02% | 0.0% |
| Q3 2015 | $576,000 | -99.9% | 5,500 | +7.5% | 0.02% | +23.1% |
| Q2 2015 | $602,225,000 | +94888.2% | 5,114 | -4.1% | 0.01% | +8.3% |
| Q1 2015 | $634,000 | -99.9% | 5,335 | +10.2% | 0.01% | +9.1% |
| Q4 2014 | $571,183,000 | +31.3% | 4,843 | +19.4% | 0.01% | +22.2% |
| Q3 2014 | $435,061,000 | -54.0% | 4,055 | -50.5% | 0.01% | -57.1% |
| Q2 2014 | $946,064,000 | +8.1% | 8,196 | +6.3% | 0.02% | 0.0% |
| Q1 2014 | $874,926,000 | -76.8% | 7,712 | -77.3% | 0.02% | -79.0% |
| Q4 2013 | $3,779,005,000 | +11.4% | 33,966 | +2.4% | 0.10% | -2.0% |
| Q3 2013 | $3,392,068,000 | – | 33,184 | – | 0.10% | – |
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% |