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 | $10,371,153 | -11.5% | 116,242 | -5.7% | 0.04% | -13.0% |
| Q2 2023 | $11,720,833 | +3.4% | 123,260 | +1.8% | 0.05% | -8.0% |
| Q1 2023 | $11,333,157 | +1.1% | 121,094 | -1.4% | 0.05% | -10.7% |
| Q4 2022 | $11,211,994 | +29.4% | 122,790 | +16.9% | 0.06% | +12.0% |
| Q3 2022 | $8,663,000 | -11.8% | 105,066 | -4.8% | 0.05% | -20.6% |
| Q2 2022 | $9,821,000 | +24.9% | 110,312 | +43.6% | 0.06% | +23.5% |
| Q1 2022 | $7,866,000 | +32.4% | 76,826 | +35.2% | 0.05% | +24.4% |
| Q4 2021 | $5,939,000 | +23.9% | 56,835 | +19.4% | 0.04% | +2.5% |
| Q3 2021 | $4,793,000 | +33.6% | 47,616 | +39.9% | 0.04% | +21.2% |
| Q2 2021 | $3,588,000 | +10.8% | 34,028 | +5.9% | 0.03% | -5.7% |
| Q1 2021 | $3,237,000 | +1126.1% | 32,127 | +889.1% | 0.04% | +1066.7% |
| Q4 2020 | $264,000 | +40.4% | 3,248 | +114.7% | 0.00% | 0.0% |
| Q3 2020 | $188,000 | -5.1% | 1,513 | -9.9% | 0.00% | 0.0% |
| Q2 2020 | $198,000 | +30.3% | 1,679 | +2.5% | 0.00% | 0.0% |
| Q1 2020 | $152,000 | -42.2% | 1,638 | +0.1% | 0.00% | -25.0% |
| Q4 2019 | $263,000 | +20.1% | 1,636 | +12.1% | 0.00% | -50.0% |
| Q3 2019 | $219,000 | -24.0% | 1,459 | -24.8% | 0.01% | -27.3% |
| Q2 2019 | $288,000 | +35.8% | 1,941 | +35.0% | 0.01% | +22.2% |
| Q1 2019 | $212,000 | +44.2% | 1,438 | +28.6% | 0.01% | +12.5% |
| Q4 2018 | $147,000 | -56.8% | 1,118 | -44.9% | 0.01% | -46.7% |
| Q3 2018 | $340,000 | +116.6% | 2,030 | +111.9% | 0.02% | +66.7% |
| Q2 2018 | $157,000 | +13.8% | 958 | +2.6% | 0.01% | 0.0% |
| Q1 2018 | $138,000 | +15.0% | 934 | +19.9% | 0.01% | +28.6% |
| Q4 2017 | $120,000 | -54.2% | 779 | -55.9% | 0.01% | -36.4% |
| Q3 2017 | $262,000 | +187.9% | 1,768 | +170.3% | 0.01% | 0.0% |
| Q2 2017 | $91,000 | +51.7% | 654 | +52.8% | 0.01% | +120.0% |
| Q4 2016 | $60,000 | +20.0% | 428 | 0.0% | 0.01% | -16.7% |
| Q2 2016 | $50,000 | +2.0% | 428 | 0.0% | 0.01% | +20.0% |
| Q1 2016 | $49,000 | +250.0% | 428 | +242.4% | 0.01% | +66.7% |
| Q1 2014 | $14,000 | – | 125 | – | 0.00% | – |
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% |