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 | $9,566,850 | -14.2% | 107,228 | -8.6% | 0.03% | -53.4% |
| Q2 2023 | $11,152,028 | -16.5% | 117,279 | -17.8% | 0.06% | +107.1% |
| Q1 2023 | $13,356,416 | +2.1% | 142,712 | -0.4% | 0.03% | -3.4% |
| Q4 2022 | $13,077,144 | +13.9% | 143,217 | +2.9% | 0.03% | -3.3% |
| Q3 2022 | $11,477,000 | +2.9% | 139,202 | +11.1% | 0.03% | +3.4% |
| Q2 2022 | $11,151,000 | -11.1% | 125,251 | +2.2% | 0.03% | +7.4% |
| Q1 2022 | $12,549,000 | -4.2% | 122,557 | -2.2% | 0.03% | -3.6% |
| Q4 2021 | $13,094,000 | +36.9% | 125,312 | +31.9% | 0.03% | +21.7% |
| Q3 2021 | $9,562,000 | +16.1% | 94,987 | +21.6% | 0.02% | +9.5% |
| Q2 2021 | $8,233,000 | +35.9% | 78,087 | +29.9% | 0.02% | +5.0% |
| Q1 2021 | $6,056,000 | +29.4% | 60,119 | +4.4% | 0.02% | +33.3% |
| Q4 2020 | $4,680,000 | +79.8% | 57,559 | +170.6% | 0.02% | +50.0% |
| Q3 2020 | $2,603,000 | +20.8% | 21,267 | +18.8% | 0.01% | 0.0% |
| Q2 2020 | $2,155,000 | +49.2% | 17,905 | +23.9% | 0.01% | +25.0% |
| Q1 2020 | $1,444,000 | -41.5% | 14,449 | -5.9% | 0.01% | -27.3% |
| Q4 2019 | $2,469,000 | +10.1% | 15,357 | +2.8% | 0.01% | -8.3% |
| Q3 2019 | $2,243,000 | -0.9% | 14,936 | -1.9% | 0.01% | 0.0% |
| Q2 2019 | $2,263,000 | -1.0% | 15,227 | -1.8% | 0.01% | 0.0% |
| Q1 2019 | $2,287,000 | -10.5% | 15,503 | -20.0% | 0.01% | -25.0% |
| Q4 2018 | $2,554,000 | -25.0% | 19,369 | -5.0% | 0.02% | -5.9% |
| Q3 2018 | $3,405,000 | -3.0% | 20,398 | -5.1% | 0.02% | -15.0% |
| Q2 2018 | $3,510,000 | +7.0% | 21,496 | -1.1% | 0.02% | -9.1% |
| Q1 2018 | $3,280,000 | +4.8% | 21,743 | +6.6% | 0.02% | +4.8% |
| Q4 2017 | $3,131,000 | -36.2% | 20,389 | -38.4% | 0.02% | -40.0% |
| Q3 2017 | $4,910,000 | -63.3% | 33,101 | -65.4% | 0.04% | -65.3% |
| Q2 2017 | $13,362,000 | -2.7% | 95,571 | -3.5% | 0.10% | -4.7% |
| Q1 2017 | $13,730,000 | +3.4% | 99,029 | +4.4% | 0.11% | -7.8% |
| Q4 2016 | $13,278,000 | +14.2% | 94,834 | +1.8% | 0.12% | +6.5% |
| Q3 2016 | $11,631,000 | +7.1% | 93,195 | +0.3% | 0.11% | +2.9% |
| Q2 2016 | $10,855,000 | +5.0% | 92,921 | +1.9% | 0.10% | +6.1% |
| Q1 2016 | $10,334,000 | -25.9% | 91,193 | -29.3% | 0.10% | -30.8% |
| Q4 2015 | $13,942,000 | +1.0% | 128,904 | -2.1% | 0.14% | -17.3% |
| Q3 2015 | $13,800,000 | -11.4% | 131,692 | -0.5% | 0.17% | -3.4% |
| Q2 2015 | $15,582,000 | +3.1% | 132,323 | +4.1% | 0.18% | +3.5% |
| Q1 2015 | $15,113,000 | +5.8% | 127,094 | +4.9% | 0.17% | +1.2% |
| Q4 2014 | $14,290,000 | +66.1% | 121,163 | +51.1% | 0.17% | +54.1% |
| Q3 2014 | $8,604,000 | -3.9% | 80,194 | +3.4% | 0.11% | -26.5% |
| Q2 2014 | $8,949,000 | +3.8% | 77,527 | +2.0% | 0.15% | -4.4% |
| Q1 2014 | $8,624,000 | +8.5% | 76,020 | +6.4% | 0.16% | -1.2% |
| Q4 2013 | $7,950,000 | -12.1% | 71,451 | -19.3% | 0.16% | -22.0% |
| Q3 2013 | $9,047,000 | +11.4% | 88,510 | +1.9% | 0.20% | +2.5% |
| Q2 2013 | $8,118,000 | – | 86,876 | – | 0.20% | – |
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% |