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 | $3,001,896 | -6.8% | 33,646 | -0.6% | 0.07% | -4.1% |
| Q2 2023 | $3,220,128 | +1.6% | 33,864 | 0.0% | 0.07% | -7.5% |
| Q1 2023 | $3,169,332 | +1.3% | 33,864 | -1.1% | 0.08% | -14.0% |
| Q4 2022 | $3,127,733 | +8.4% | 34,254 | -2.1% | 0.09% | -7.0% |
| Q3 2022 | $2,886,000 | -7.4% | 35,004 | 0.0% | 0.10% | -9.1% |
| Q2 2022 | $3,116,000 | -13.1% | 35,004 | 0.0% | 0.11% | -1.8% |
| Q1 2022 | $3,584,000 | -2.1% | 35,004 | -0.1% | 0.11% | +2.8% |
| Q4 2021 | $3,662,000 | +1.8% | 35,050 | -1.9% | 0.11% | -10.7% |
| Q3 2021 | $3,598,000 | -4.5% | 35,740 | 0.0% | 0.12% | -6.2% |
| Q2 2021 | $3,768,000 | +4.7% | 35,740 | 0.0% | 0.13% | -3.0% |
| Q1 2021 | $3,600,000 | +19.2% | 35,740 | -3.8% | 0.13% | +11.7% |
| Q4 2020 | $3,019,000 | +26.4% | 37,134 | +90.3% | 0.12% | +13.2% |
| Q3 2020 | $2,389,000 | +1.1% | 19,517 | -0.6% | 0.11% | -6.2% |
| Q2 2020 | $2,364,000 | +20.4% | 19,642 | 0.0% | 0.11% | -0.9% |
| Q1 2020 | $1,963,000 | -37.8% | 19,642 | 0.0% | 0.11% | -20.3% |
| Q4 2019 | $3,158,000 | +7.1% | 19,642 | 0.0% | 0.14% | +2.9% |
| Q3 2019 | $2,950,000 | +1.1% | 19,642 | 0.0% | 0.14% | -0.7% |
| Q2 2019 | $2,919,000 | +0.7% | 19,642 | 0.0% | 0.14% | -7.3% |
| Q1 2019 | $2,898,000 | -11.1% | 19,642 | -20.6% | 0.15% | -19.7% |
| Q4 2018 | $3,261,000 | -22.7% | 24,731 | -2.1% | 0.19% | -14.5% |
| Q3 2018 | $4,217,000 | +14.6% | 25,261 | +12.1% | 0.22% | +7.8% |
| Q2 2018 | $3,680,000 | +8.3% | 22,537 | +0.0% | 0.20% | +6.8% |
| Q1 2018 | $3,399,000 | -20.5% | 22,533 | -19.0% | 0.19% | -18.0% |
| Q4 2017 | $4,273,000 | +2.6% | 27,823 | -0.9% | 0.23% | +1.3% |
| Q3 2017 | $4,163,000 | +3.5% | 28,071 | 0.0% | 0.23% | -21.8% |
| Q2 2017 | $4,022,000 | +3.8% | 28,071 | +0.5% | 0.29% | +6.9% |
| Q1 2017 | $3,874,000 | -0.5% | 27,941 | +0.5% | 0.28% | -8.6% |
| Q4 2016 | $3,894,000 | +9.4% | 27,809 | -2.4% | 0.30% | +4.2% |
| Q3 2016 | $3,558,000 | +6.8% | 28,504 | 0.0% | 0.29% | +2.8% |
| Q2 2016 | $3,330,000 | +0.9% | 28,504 | -2.1% | 0.28% | -3.1% |
| Q1 2016 | $3,300,000 | +6.2% | 29,124 | +1.4% | 0.29% | -4.3% |
| Q4 2015 | $3,107,000 | +2.0% | 28,729 | -1.1% | 0.30% | -5.3% |
| Q3 2015 | $3,045,000 | -11.5% | 29,054 | -0.5% | 0.32% | -4.5% |
| Q2 2015 | $3,439,000 | -2.7% | 29,205 | -1.8% | 0.34% | -3.5% |
| Q1 2015 | $3,535,000 | -0.1% | 29,730 | -0.9% | 0.35% | -15.0% |
| Q4 2014 | $3,537,000 | +8.6% | 29,987 | -1.2% | 0.41% | +5.7% |
| Q3 2014 | $3,256,000 | -10.9% | 30,347 | -4.1% | 0.39% | -10.9% |
| Q2 2014 | $3,654,000 | -7.0% | 31,654 | -8.6% | 0.43% | -5.9% |
| Q1 2014 | $3,930,000 | +0.6% | 34,644 | -1.3% | 0.46% | +4.8% |
| Q4 2013 | $3,906,000 | +4.2% | 35,109 | -4.3% | 0.44% | -4.6% |
| Q3 2013 | $3,749,000 | +9.4% | 36,674 | 0.0% | 0.46% | -0.2% |
| Q2 2013 | $3,427,000 | – | 36,674 | – | 0.46% | – |
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% |