ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $144,893 | -12.2% | 1,624 | -6.4% | 0.02% | -15.0% |
| Q2 2023 | $164,981 | +8.5% | 1,735 | +6.8% | 0.02% | -4.8% |
| Q1 2023 | $151,990 | +2.1% | 1,624 | -0.4% | 0.02% | -4.5% |
| Q4 2022 | $148,835 | +1.2% | 1,630 | -8.7% | 0.02% | -12.0% |
| Q3 2022 | $147,000 | -9.8% | 1,786 | -2.6% | 0.02% | -7.4% |
| Q2 2022 | $163,000 | -10.9% | 1,833 | +2.6% | 0.03% | -20.6% |
| Q1 2022 | $183,000 | -2.1% | 1,786 | 0.0% | 0.03% | +9.7% |
| Q4 2021 | $187,000 | +3.9% | 1,786 | 0.0% | 0.03% | -22.5% |
| Q3 2021 | $180,000 | -4.3% | 1,786 | 0.0% | 0.04% | -13.0% |
| Q2 2021 | $188,000 | +4.4% | 1,786 | 0.0% | 0.05% | -6.1% |
| Q1 2021 | $180,000 | +33.3% | 1,786 | +7.3% | 0.05% | +16.7% |
| Q4 2020 | $135,000 | +32.4% | 1,664 | +100.0% | 0.04% | +16.7% |
| Q3 2020 | $102,000 | +2.0% | 832 | 0.0% | 0.04% | -10.0% |
| Q2 2020 | $100,000 | +20.5% | 832 | 0.0% | 0.04% | +5.3% |
| Q1 2020 | $83,000 | -58.9% | 832 | -33.8% | 0.04% | -45.7% |
| Q4 2019 | $202,000 | -30.6% | 1,257 | -35.0% | 0.07% | -17.6% |
| Q3 2019 | $291,000 | +52.4% | 1,935 | +50.2% | 0.08% | +44.1% |
| Q2 2019 | $191,000 | -89.9% | 1,288 | -90.0% | 0.06% | -89.9% |
| Q1 2019 | $1,898,000 | +11.9% | 12,864 | 0.0% | 0.59% | -0.5% |
| Q4 2018 | $1,696,000 | -34.9% | 12,864 | -17.5% | 0.59% | -30.3% |
| Q3 2018 | $2,604,000 | +1027.3% | 15,600 | +1004.0% | 0.85% | +623.9% |
| Q2 2018 | $231,000 | +73.7% | 1,413 | +60.0% | 0.12% | +62.5% |
| Q1 2018 | $133,000 | -2.2% | 883 | 0.0% | 0.07% | -4.0% |
| Q4 2017 | $136,000 | +3.8% | 883 | 0.0% | 0.08% | -3.8% |
| Q3 2017 | $131,000 | +4.8% | 883 | -1.1% | 0.08% | 0.0% |
| Q2 2017 | $125,000 | +2.5% | 893 | +1.1% | 0.08% | +5.4% |
| Q1 2017 | $122,000 | -1.6% | 883 | 0.0% | 0.07% | -3.9% |
| Q4 2016 | $124,000 | +726.7% | 883 | +629.8% | 0.08% | +670.0% |
| Q3 2016 | $15,000 | +7.1% | 121 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $14,000 | -44.0% | 121 | -45.2% | 0.01% | -47.4% |
| Q1 2016 | $25,000 | +257.1% | 221 | +240.0% | 0.02% | +280.0% |
| Q4 2015 | $7,000 | 0.0% | 65 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $7,000 | -12.5% | 65 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $8,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $8,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $8,000 | +14.3% | 65 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $7,000 | – | 65 | – | 0.01% | – |
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% |