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 | $5,906,973 | -4.1% | 66,207 | +2.2% | 1.84% | -1.6% |
| Q2 2023 | $6,160,001 | -4.3% | 64,781 | -5.9% | 1.87% | -8.5% |
| Q1 2023 | $6,439,849 | +2.8% | 68,809 | +0.3% | 2.04% | -0.7% |
| Q4 2022 | $6,264,324 | +11.2% | 68,605 | +0.4% | 2.06% | +6.2% |
| Q3 2022 | $5,634,000 | -10.8% | 68,330 | -3.7% | 1.94% | -5.7% |
| Q2 2022 | $6,315,000 | -14.3% | 70,935 | -1.4% | 2.05% | -0.9% |
| Q1 2022 | $7,369,000 | -49.9% | 71,971 | -49.8% | 2.07% | +1.6% |
| Q4 2021 | $14,697,000 | +105.1% | 143,254 | +101.3% | 2.04% | -1.0% |
| Q3 2021 | $7,165,000 | -4.9% | 71,175 | -0.4% | 2.06% | -4.5% |
| Q2 2021 | $7,535,000 | +4.3% | 71,466 | -0.3% | 2.16% | -0.7% |
| Q1 2021 | $7,225,000 | +29.5% | 71,716 | +4.5% | 2.17% | +20.9% |
| Q4 2020 | $5,580,000 | +145.6% | 68,630 | +269.7% | 1.80% | +120.2% |
| Q3 2020 | $2,272,000 | +6.4% | 18,563 | +4.6% | 0.82% | +4.9% |
| Q2 2020 | $2,136,000 | +24.8% | 17,748 | +3.6% | 0.78% | +8.4% |
| Q1 2020 | $1,712,000 | -67.0% | 17,127 | -46.9% | 0.72% | -60.7% |
| Q4 2019 | $5,183,000 | +6.6% | 32,230 | -0.4% | 1.83% | +2.6% |
| Q3 2019 | $4,862,000 | +5.6% | 32,373 | +4.5% | 1.78% | +4.5% |
| Q2 2019 | $4,606,000 | +1.7% | 30,991 | +0.9% | 1.70% | -1.0% |
| Q1 2019 | $4,530,000 | +13.2% | 30,701 | +1.1% | 1.72% | +2.0% |
| Q4 2018 | $4,002,000 | -22.3% | 30,355 | -1.6% | 1.69% | -7.3% |
| Q3 2018 | $5,148,000 | -6.5% | 30,839 | -8.6% | 1.82% | -8.7% |
| Q2 2018 | $5,508,000 | +14.5% | 33,737 | +5.8% | 1.99% | +13.8% |
| Q1 2018 | $4,809,000 | -25.0% | 31,881 | -23.6% | 1.75% | -24.6% |
| Q4 2017 | $6,412,000 | +5.1% | 41,756 | +1.5% | 2.32% | +0.4% |
| Q3 2017 | $6,103,000 | -16.9% | 41,149 | -21.6% | 2.31% | -20.2% |
| Q2 2017 | $7,341,000 | +0.1% | 52,506 | -0.7% | 2.90% | -1.5% |
| Q1 2017 | $7,333,000 | -7.6% | 52,890 | -6.6% | 2.94% | -9.0% |
| Q4 2016 | $7,933,000 | +9.9% | 56,657 | -2.0% | 3.23% | +12.5% |
| Q3 2016 | $7,219,000 | +3.7% | 57,840 | -2.9% | 2.87% | +3.5% |
| Q2 2016 | $6,959,000 | +1.1% | 59,562 | -1.9% | 2.78% | +1.1% |
| Q1 2016 | $6,880,000 | +33.9% | 60,711 | +27.8% | 2.75% | +35.1% |
| Q4 2015 | $5,139,000 | +2.5% | 47,514 | -0.7% | 2.03% | +0.5% |
| Q3 2015 | $5,016,000 | -9.4% | 47,868 | +1.8% | 2.02% | -2.1% |
| Q2 2015 | $5,535,000 | -4.8% | 47,002 | -8.3% | 2.07% | -9.3% |
| Q1 2014 | $5,812,000 | -27.6% | 51,230 | -40.4% | 2.28% | -43.6% |
| Q2 2013 | $8,025,000 | – | 85,886 | – | 4.04% | – |
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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% |