ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,837,660 | -9.9% | 143,888 | -4.0% | 0.02% | -10.5% |
| Q2 2023 | $14,249,695 | +0.7% | 149,855 | -0.9% | 0.02% | -5.0% |
| Q1 2023 | $14,154,784 | +2.9% | 151,242 | +0.4% | 0.02% | -4.8% |
| Q4 2022 | $13,752,885 | +7.0% | 150,618 | -3.4% | 0.02% | -4.5% |
| Q3 2022 | $12,858,000 | -9.4% | 155,945 | -2.1% | 0.02% | -4.3% |
| Q2 2022 | $14,185,000 | -8.4% | 159,328 | +5.4% | 0.02% | -4.2% |
| Q1 2022 | $15,479,000 | -2.5% | 151,178 | -0.5% | 0.02% | -7.7% |
| Q4 2021 | $15,874,000 | +3.6% | 151,917 | -0.2% | 0.03% | -3.7% |
| Q3 2021 | $15,318,000 | -9.8% | 152,157 | -5.5% | 0.03% | -10.0% |
| Q2 2021 | $16,978,000 | +1.3% | 161,032 | -3.2% | 0.03% | -11.8% |
| Q1 2021 | $16,764,000 | +25.6% | 166,406 | +1.4% | 0.03% | +17.2% |
| Q4 2020 | $13,348,000 | +27.2% | 164,161 | +91.5% | 0.03% | +7.4% |
| Q3 2020 | $10,496,000 | +6.3% | 85,735 | +4.5% | 0.03% | -6.9% |
| Q2 2020 | $9,877,000 | +18.2% | 82,056 | -1.9% | 0.03% | -3.3% |
| Q1 2020 | $8,359,000 | -7.0% | 83,638 | +49.6% | 0.03% | +11.1% |
| Q4 2019 | $8,991,000 | +4.4% | 55,913 | -2.5% | 0.03% | -3.6% |
| Q3 2019 | $8,613,000 | -1.2% | 57,345 | -2.3% | 0.03% | -3.4% |
| Q2 2019 | $8,719,000 | +226.7% | 58,669 | +224.4% | 0.03% | +190.0% |
| Q1 2019 | $2,669,000 | +14.8% | 18,088 | +2.6% | 0.01% | 0.0% |
| Q4 2018 | $2,325,000 | -34.9% | 17,633 | -17.5% | 0.01% | -23.1% |
| Q3 2018 | $3,569,000 | +34.7% | 21,382 | +31.8% | 0.01% | +30.0% |
| Q2 2018 | $2,649,000 | +27.1% | 16,225 | +17.4% | 0.01% | +25.0% |
| Q1 2018 | $2,085,000 | +6.4% | 13,823 | +8.3% | 0.01% | 0.0% |
| Q4 2017 | $1,960,000 | -2.6% | 12,765 | -6.0% | 0.01% | -11.1% |
| Q3 2017 | $2,013,000 | +15.6% | 13,573 | +9.0% | 0.01% | 0.0% |
| Q2 2017 | $1,741,000 | +0.1% | 12,453 | -0.8% | 0.01% | -10.0% |
| Q1 2017 | $1,740,000 | +4.2% | 12,549 | +5.2% | 0.01% | 0.0% |
| Q4 2016 | $1,670,000 | +23.9% | 11,928 | +10.4% | 0.01% | +11.1% |
| Q3 2016 | $1,348,000 | +10.9% | 10,803 | +3.9% | 0.01% | 0.0% |
| Q2 2016 | $1,215,000 | +11.9% | 10,401 | +8.5% | 0.01% | +12.5% |
| Q1 2016 | $1,086,000 | +8.4% | 9,585 | +3.5% | 0.01% | 0.0% |
| Q4 2015 | $1,002,000 | +0.4% | 9,261 | -2.8% | 0.01% | -11.1% |
| Q3 2015 | $998,000 | +8.2% | 9,525 | +22.8% | 0.01% | 0.0% |
| Q1 2015 | $922,000 | +4.5% | 7,756 | +3.7% | 0.01% | 0.0% |
| Q4 2014 | $882,000 | +5.0% | 7,479 | -4.4% | 0.01% | -10.0% |
| Q3 2014 | $840,000 | +4.5% | 7,825 | +12.3% | 0.01% | 0.0% |
| Q2 2014 | $804,000 | -0.7% | 6,966 | -2.5% | 0.01% | -16.7% |
| Q1 2014 | $810,000 | +13.4% | 7,142 | +11.4% | 0.01% | 0.0% |
| Q4 2013 | $714,000 | +16.5% | 6,413 | +7.0% | 0.01% | 0.0% |
| Q3 2013 | $613,000 | +27.7% | 5,996 | +16.7% | 0.01% | +9.1% |
| Q2 2013 | $480,000 | – | 5,137 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |