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 | $4,997,981 | -15.2% | 56,018 | -9.6% | 0.19% | -11.8% |
| Q2 2023 | $5,891,464 | -6.6% | 61,956 | -8.0% | 0.21% | +1.0% |
| Q1 2023 | $6,305,930 | -13.8% | 67,378 | -15.9% | 0.21% | -19.8% |
| Q4 2022 | $7,319,154 | +7.2% | 80,157 | -3.2% | 0.26% | +0.8% |
| Q3 2022 | $6,827,000 | -6.1% | 82,803 | +1.4% | 0.26% | +2.8% |
| Q2 2022 | $7,267,000 | -10.7% | 81,626 | +2.7% | 0.25% | +3.7% |
| Q1 2022 | $8,137,000 | +8.5% | 79,475 | +10.7% | 0.24% | +16.7% |
| Q4 2021 | $7,501,000 | -11.6% | 71,788 | -14.9% | 0.21% | -18.0% |
| Q3 2021 | $8,489,000 | -26.3% | 84,323 | -22.9% | 0.26% | -25.7% |
| Q2 2021 | $11,524,000 | -6.9% | 109,303 | -11.1% | 0.34% | -13.4% |
| Q1 2021 | $12,381,000 | +152.3% | 122,903 | +103.7% | 0.40% | +137.1% |
| Q4 2020 | $4,907,000 | +53.2% | 60,346 | +130.6% | 0.17% | +31.5% |
| Q3 2020 | $3,203,000 | -6.5% | 26,167 | -8.1% | 0.13% | -15.3% |
| Q2 2020 | $3,427,000 | +11.6% | 28,468 | -7.4% | 0.15% | -17.6% |
| Q1 2020 | $3,072,000 | -42.1% | 30,740 | -6.8% | 0.18% | -18.8% |
| Q4 2019 | $5,306,000 | -18.4% | 32,996 | -23.7% | 0.22% | -28.2% |
| Q3 2019 | $6,499,000 | +2.8% | 43,271 | +1.8% | 0.31% | -4.3% |
| Q2 2019 | $6,320,000 | -14.2% | 42,526 | -14.8% | 0.33% | -22.0% |
| Q1 2019 | $7,368,000 | +14.0% | 49,941 | +1.9% | 0.42% | -11.1% |
| Q4 2018 | $6,461,000 | -63.2% | 49,000 | -53.4% | 0.47% | -54.4% |
| Q3 2018 | $17,543,000 | +45.9% | 105,094 | +42.7% | 1.03% | +28.1% |
| Q2 2018 | $12,025,000 | +46.7% | 73,652 | +35.5% | 0.80% | +34.4% |
| Q1 2018 | $8,197,000 | +2.4% | 54,341 | +4.3% | 0.60% | -2.8% |
| Q4 2017 | $8,002,000 | +36.9% | 52,103 | +32.2% | 0.62% | +27.8% |
| Q3 2017 | $5,847,000 | +13.0% | 39,426 | +6.5% | 0.48% | -0.8% |
| Q2 2017 | $5,176,000 | -27.7% | 37,021 | -28.3% | 0.49% | -29.9% |
| Q1 2017 | $7,156,000 | +31.7% | 51,609 | +33.0% | 0.69% | +16.7% |
| Q4 2016 | $5,434,000 | +11.0% | 38,811 | -1.1% | 0.59% | +2.2% |
| Q3 2016 | $4,897,000 | +70.2% | 39,238 | +59.3% | 0.58% | +54.9% |
| Q2 2016 | $2,878,000 | +66.9% | 24,630 | +61.9% | 0.38% | +58.9% |
| Q1 2016 | $1,724,000 | +8.2% | 15,214 | +3.3% | 0.24% | +5.8% |
| Q4 2015 | $1,594,000 | -57.6% | 14,735 | -58.9% | 0.22% | -62.6% |
| Q3 2015 | $3,759,000 | +38.4% | 35,874 | +55.5% | 0.60% | +58.9% |
| Q2 2015 | $2,717,000 | +26.5% | 23,076 | +27.7% | 0.38% | +31.6% |
| Q1 2015 | $2,148,000 | +101.9% | 18,066 | +100.3% | 0.28% | +102.1% |
| Q4 2014 | $1,064,000 | – | 9,018 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |