ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 229 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $901,122 | -7.6% | 10,100 | -1.5% | 0.11% | -3.6% |
| Q2 2023 | $975,243 | +1.6% | 10,256 | 0.0% | 0.11% | -1.8% |
| Q1 2023 | $959,859 | +95124.1% | 10,256 | -7.1% | 0.11% | -5.8% |
| Q4 2022 | $1,008 | -99.9% | 11,040 | 0.0% | 0.12% | +14.3% |
| Q3 2022 | $910,000 | -7.4% | 11,040 | 0.0% | 0.10% | -0.9% |
| Q2 2022 | $983,000 | -13.0% | 11,040 | 0.0% | 0.11% | -10.9% |
| Q1 2022 | $1,130,000 | -0.7% | 11,040 | +1.4% | 0.12% | +10.2% |
| Q4 2021 | $1,138,000 | +3.8% | 10,891 | 0.0% | 0.11% | -5.3% |
| Q3 2021 | $1,096,000 | -4.9% | 10,891 | -0.3% | 0.11% | -11.6% |
| Q2 2021 | $1,152,000 | +4.6% | 10,927 | 0.0% | 0.13% | -3.0% |
| Q1 2021 | $1,101,000 | +15.3% | 10,927 | -7.0% | 0.13% | +5.6% |
| Q4 2020 | $955,000 | +32.1% | 11,746 | +98.8% | 0.13% | +13.5% |
| Q3 2020 | $723,000 | +3.4% | 5,909 | +1.8% | 0.11% | -1.8% |
| Q2 2020 | $699,000 | +14.0% | 5,804 | -5.3% | 0.11% | -0.9% |
| Q1 2020 | $613,000 | -37.8% | 6,129 | 0.0% | 0.11% | -26.5% |
| Q4 2019 | $986,000 | -2.9% | 6,129 | -9.3% | 0.16% | -10.4% |
| Q3 2019 | $1,015,000 | +2.2% | 6,761 | +1.2% | 0.17% | -1.1% |
| Q2 2019 | $993,000 | -0.6% | 6,681 | -1.3% | 0.18% | -6.9% |
| Q1 2019 | $999,000 | +6.1% | 6,768 | -5.3% | 0.19% | -3.1% |
| Q4 2018 | $942,000 | -26.6% | 7,146 | -7.1% | 0.19% | -18.5% |
| Q3 2018 | $1,284,000 | +4.7% | 7,690 | +2.4% | 0.24% | +0.4% |
| Q2 2018 | $1,226,000 | +2.9% | 7,512 | -4.8% | 0.24% | +0.9% |
| Q1 2018 | $1,191,000 | -8.7% | 7,893 | -7.2% | 0.24% | -7.8% |
| Q4 2017 | $1,305,000 | +3.5% | 8,501 | 0.0% | 0.26% | -1.2% |
| Q3 2017 | $1,261,000 | +6.9% | 8,501 | +0.7% | 0.26% | -1.5% |
| Q2 2017 | $1,180,000 | -33.1% | 8,438 | -33.6% | 0.26% | -33.3% |
| Q1 2017 | $1,763,000 | -1.9% | 12,714 | -0.9% | 0.39% | -7.5% |
| Q4 2016 | $1,797,000 | +14.9% | 12,834 | +2.4% | 0.42% | +13.9% |
| Q3 2016 | $1,564,000 | +15.0% | 12,530 | +7.6% | 0.37% | +11.3% |
| Q2 2016 | $1,360,000 | +3.6% | 11,645 | +0.5% | 0.34% | +2.4% |
| Q1 2016 | $1,313,000 | +6.5% | 11,584 | +1.6% | 0.33% | +5.1% |
| Q4 2015 | $1,233,000 | +6.2% | 11,402 | +2.9% | 0.31% | +4.7% |
| Q3 2015 | $1,161,000 | +5.4% | 11,084 | +18.4% | 0.30% | +12.1% |
| Q2 2015 | $1,102,000 | +1.7% | 9,359 | +2.6% | 0.26% | +1.5% |
| Q1 2015 | $1,084,000 | +4.4% | 9,118 | +3.6% | 0.26% | -0.4% |
| Q4 2014 | $1,038,000 | +19.3% | 8,803 | +8.6% | 0.26% | +12.4% |
| Q3 2014 | $870,000 | +10.0% | 8,105 | +18.3% | 0.23% | +12.6% |
| Q2 2014 | $791,000 | +18.6% | 6,849 | +16.4% | 0.21% | +4.0% |
| Q1 2014 | $667,000 | +1.8% | 5,883 | -0.1% | 0.20% | +9.3% |
| Q4 2013 | $655,000 | +9.2% | 5,886 | +0.3% | 0.18% | 0.0% |
| Q3 2013 | $600,000 | +16.3% | 5,866 | +6.3% | 0.18% | +10.3% |
| Q2 2013 | $516,000 | – | 5,518 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 788,291 | $94,887,000 | 13.55% |
| Palisades Hudson Asset Management, L.P. | 113,810 | $13,699,000 | 9.36% |
| One Wealth Advisors, LLC | 69,627 | $8,381,000 | 6.66% |
| Probity Advisors, Inc. | 134,440 | $16,183,000 | 5.01% |
| Centerpoint Advisors, LLC | 41,847 | $5,037,000 | 4.07% |
| MACRO Consulting Group | 42,389 | $5,102,000 | 3.54% |
| SPC Financial, Inc. | 140,190 | $16,875,000 | 3.52% |
| Ellis Investment Partners, LLC | 74,105 | $8,748,000 | 3.28% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 29,057 | $3,498,000 | 3.19% |
| Broadview Financial Management, LLC | 30,397 | $3,659,000 | 2.93% |