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 | $2,363,886 | -27.4% | 26,495 | -22.7% | 0.02% | -28.6% |
| Q2 2023 | $3,258,146 | -0.5% | 34,264 | -2.1% | 0.03% | -15.2% |
| Q1 2023 | $3,275,367 | +1.2% | 34,997 | -1.2% | 0.03% | -8.3% |
| Q4 2022 | $3,235,593 | +4.6% | 35,435 | -5.5% | 0.04% | -7.7% |
| Q3 2022 | $3,093,000 | -10.6% | 37,508 | -3.5% | 0.04% | -17.0% |
| Q2 2022 | $3,460,000 | -23.0% | 38,868 | -11.4% | 0.05% | -17.5% |
| Q1 2022 | $4,494,000 | -8.1% | 43,893 | -6.3% | 0.06% | -17.4% |
| Q4 2021 | $4,892,000 | +2.6% | 46,821 | -1.2% | 0.07% | -13.8% |
| Q3 2021 | $4,770,000 | +17.3% | 47,384 | +22.9% | 0.08% | +6.7% |
| Q2 2021 | $4,066,000 | +4.6% | 38,562 | -0.0% | 0.08% | -6.2% |
| Q1 2021 | $3,886,000 | +47.5% | 38,573 | +19.0% | 0.08% | +15.9% |
| Q4 2020 | $2,635,000 | +25.2% | 32,410 | +88.6% | 0.07% | +9.5% |
| Q3 2020 | $2,104,000 | -2.0% | 17,184 | -3.6% | 0.06% | -4.5% |
| Q2 2020 | $2,146,000 | +51.4% | 17,828 | +25.8% | 0.07% | +40.4% |
| Q1 2020 | $1,417,000 | +141600.0% | 14,177 | +202428.6% | 0.05% | – |
| Q2 2019 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | -96.7% | 7 | -96.6% | 0.00% | -100.0% |
| Q3 2017 | $30,000 | +7.1% | 203 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $28,000 | 0.0% | 203 | 0.0% | 0.00% | -33.3% |
| Q1 2017 | $28,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $28,000 | -15.2% | 203 | -23.1% | 0.00% | 0.0% |
| Q3 2016 | $33,000 | +13.8% | 264 | +7.3% | 0.00% | 0.0% |
| Q2 2016 | $29,000 | +26.1% | 246 | +21.2% | 0.00% | 0.0% |
| Q1 2016 | $23,000 | +4.5% | 203 | 0.0% | 0.00% | -25.0% |
| Q4 2015 | $22,000 | – | 203 | – | 0.00% | – |
Download | ||||||
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% |