ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,598,000 | -4.1% | 25,382 | -2.1% | 0.11% | +2.7% |
| Q4 2021 | $2,708,000 | +4.6% | 25,922 | +0.8% | 0.11% | -5.9% |
| Q3 2021 | $2,588,000 | -4.4% | 25,707 | +0.2% | 0.12% | -7.1% |
| Q2 2021 | $2,706,000 | +3.4% | 25,662 | -1.3% | 0.13% | -2.3% |
| Q1 2021 | $2,618,000 | +21.8% | 25,988 | -1.7% | 0.13% | +9.2% |
| Q4 2020 | $2,149,000 | +28.5% | 26,428 | +93.5% | 0.12% | +13.3% |
| Q3 2020 | $1,672,000 | +1.1% | 13,657 | -0.6% | 0.10% | -7.1% |
| Q2 2020 | $1,654,000 | +19.7% | 13,737 | -0.6% | 0.11% | -1.7% |
| Q1 2020 | $1,382,000 | -42.0% | 13,824 | -6.8% | 0.12% | -24.8% |
| Q4 2019 | $2,384,000 | -8.0% | 14,827 | -4.5% | 0.15% | -15.5% |
| Q3 2019 | $2,592,000 | +11.2% | 15,532 | -1.0% | 0.18% | +12.4% |
| Q2 2019 | $2,331,000 | -1.5% | 15,682 | -2.2% | 0.16% | -5.3% |
| Q1 2019 | $2,367,000 | +12.1% | 16,037 | +0.1% | 0.17% | +0.6% |
| Q4 2018 | $2,112,000 | -18.5% | 16,017 | +3.1% | 0.17% | -4.5% |
| Q3 2018 | $2,592,000 | +2.2% | 15,532 | 0.0% | 0.18% | -3.8% |
| Q2 2018 | $2,536,000 | +9.2% | 15,532 | +0.9% | 0.18% | +7.0% |
| Q1 2018 | $2,323,000 | -2.0% | 15,397 | -0.3% | 0.17% | +0.6% |
| Q4 2017 | $2,370,000 | +2.6% | 15,437 | -0.9% | 0.17% | -2.8% |
| Q3 2017 | $2,311,000 | +6.3% | 15,582 | +0.2% | 0.18% | +2.3% |
| Q2 2017 | $2,175,000 | -0.1% | 15,555 | -1.0% | 0.17% | -2.3% |
| Q1 2017 | $2,178,000 | -3.0% | 15,705 | -2.1% | 0.18% | -6.9% |
| Q4 2016 | $2,246,000 | +4.9% | 16,040 | -6.5% | 0.19% | +1.1% |
| Q3 2016 | $2,141,000 | +8.1% | 17,150 | +1.1% | 0.19% | +3.9% |
| Q2 2016 | $1,981,000 | +2.0% | 16,960 | -1.0% | 0.18% | +1.1% |
| Q1 2016 | $1,942,000 | -0.9% | 17,137 | -5.4% | 0.18% | -1.7% |
| Q4 2015 | $1,959,000 | +1.7% | 18,110 | -1.5% | 0.18% | -4.7% |
| Q3 2015 | $1,927,000 | -13.2% | 18,382 | -2.5% | 0.19% | -4.0% |
| Q2 2015 | $2,219,000 | -3.1% | 18,847 | -2.1% | 0.20% | +1.0% |
| Q1 2015 | $2,290,000 | -0.2% | 19,257 | -1.0% | 0.20% | -1.5% |
| Q4 2014 | $2,294,000 | +7.1% | 19,457 | -2.5% | 0.20% | +3.6% |
| Q3 2014 | $2,141,000 | -8.0% | 19,952 | -1.0% | 0.19% | -7.2% |
| Q2 2014 | $2,327,000 | +1.7% | 20,157 | -0.1% | 0.21% | -1.0% |
| Q1 2014 | $2,289,000 | +2.2% | 20,182 | +0.2% | 0.21% | -1.4% |
| Q4 2013 | $2,240,000 | +8.3% | 20,137 | -0.5% | 0.21% | +1.0% |
| Q3 2013 | $2,069,000 | -45.5% | 20,237 | -50.2% | 0.21% | -47.5% |
| Q2 2013 | $3,796,000 | – | 40,624 | – | 0.40% | – |
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% |