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 | $1,274,080 | -11.2% | 14,280 | -5.4% | 0.05% | -10.9% |
| Q2 2023 | $1,435,496 | +55.2% | 15,096 | +52.8% | 0.06% | +44.7% |
| Q1 2023 | $924,661 | +2.4% | 9,880 | -0.1% | 0.04% | -15.6% |
| Q4 2022 | $902,662 | +21.3% | 9,885 | +9.4% | 0.04% | +15.4% |
| Q3 2022 | $744,000 | +18.1% | 9,034 | +27.7% | 0.04% | +21.9% |
| Q2 2022 | $630,000 | -45.7% | 7,074 | -37.5% | 0.03% | -34.7% |
| Q1 2022 | $1,160,000 | -6.1% | 11,327 | -4.1% | 0.05% | -7.5% |
| Q4 2021 | $1,235,000 | -10.0% | 11,809 | -13.3% | 0.05% | -22.1% |
| Q3 2021 | $1,372,000 | -62.6% | 13,622 | -60.8% | 0.07% | -63.0% |
| Q2 2021 | $3,666,000 | +14000.0% | 34,770 | +16300.9% | 0.18% | +1740.0% |
| Q3 2020 | $26,000 | -95.0% | 212 | -93.3% | 0.01% | -89.7% |
| Q3 2018 | $519,000 | -1.7% | 3,179 | -1.5% | 0.10% | +34.7% |
| Q2 2018 | $528,000 | -13.4% | 3,228 | -20.1% | 0.07% | -15.3% |
| Q1 2018 | $610,000 | +51.7% | 4,041 | +3.8% | 0.08% | -44.4% |
| Q3 2013 | $402,000 | +35.8% | 3,893 | +24.4% | 0.15% | +11.7% |
| Q2 2013 | $296,000 | – | 3,130 | – | 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% |