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 | $6,429,545 | +789.1% | 72,064 | +847.6% | 0.54% | +786.9% |
| Q2 2023 | $723,154 | -7.0% | 7,605 | -8.5% | 0.06% | -11.6% |
| Q1 2023 | $777,415 | +46.9% | 8,307 | +43.3% | 0.07% | +35.3% |
| Q4 2022 | $529,260 | +9.6% | 5,796 | -1.1% | 0.05% | 0.0% |
| Q3 2022 | $483,000 | -71.0% | 5,858 | -68.7% | 0.05% | -70.5% |
| Q2 2022 | $1,664,000 | +211.6% | 18,687 | +258.6% | 0.17% | +253.1% |
| Q1 2022 | $534,000 | -1.1% | 5,211 | +0.8% | 0.05% | +2.1% |
| Q4 2021 | $540,000 | -1.8% | 5,172 | -5.3% | 0.05% | -9.4% |
| Q3 2021 | $550,000 | -5.7% | 5,462 | -1.2% | 0.05% | -8.6% |
| Q2 2021 | $583,000 | +29.3% | 5,530 | -0.3% | 0.06% | +13.7% |
| Q4 2020 | $451,000 | +43.2% | 5,544 | +112.1% | 0.05% | -12.1% |
| Q2 2020 | $315,000 | -25.0% | 2,614 | +0.1% | 0.06% | -23.7% |
| Q4 2019 | $420,000 | +16.7% | 2,612 | +8.9% | 0.08% | +8.6% |
| Q3 2019 | $360,000 | +27.7% | 2,398 | +26.3% | 0.07% | +27.3% |
| Q2 2019 | $282,000 | -6.3% | 1,899 | -6.9% | 0.06% | -9.8% |
| Q1 2019 | $301,000 | +3.1% | 2,040 | -7.8% | 0.06% | -4.7% |
| Q4 2018 | $292,000 | -36.1% | 2,212 | -19.2% | 0.06% | -33.3% |
| Q3 2018 | $457,000 | +20.6% | 2,739 | +18.1% | 0.10% | -16.5% |
| Q2 2018 | $379,000 | -9.3% | 2,319 | -16.3% | 0.12% | +25.0% |
| Q1 2018 | $418,000 | +15.8% | 2,769 | +17.8% | 0.09% | +15.0% |
| Q4 2017 | $361,000 | +3.7% | 2,350 | +0.2% | 0.08% | -1.2% |
| Q3 2017 | $348,000 | -3.3% | 2,345 | -8.9% | 0.08% | -9.0% |
| Q2 2017 | $360,000 | -0.6% | 2,573 | -1.6% | 0.09% | -5.3% |
| Q1 2017 | $362,000 | +6.8% | 2,614 | +7.9% | 0.09% | 0.0% |
| Q4 2016 | $339,000 | -5.6% | 2,423 | -15.8% | 0.09% | -7.8% |
| Q3 2016 | $359,000 | +21.3% | 2,879 | +13.5% | 0.10% | +25.9% |
| Q2 2016 | $296,000 | +124.2% | 2,536 | +101.0% | 0.08% | +138.2% |
| Q3 2015 | $132,000 | -12.6% | 1,262 | -1.6% | 0.03% | -17.1% |
| Q2 2015 | $151,000 | -0.7% | 1,283 | +0.1% | 0.04% | +7.9% |
| Q1 2015 | $152,000 | +5.6% | 1,282 | +4.8% | 0.04% | -2.6% |
| Q4 2014 | $144,000 | -19.1% | 1,223 | -26.1% | 0.04% | -27.8% |
| Q3 2014 | $178,000 | -7.8% | 1,655 | -0.9% | 0.05% | -21.7% |
| Q2 2014 | $193,000 | +2.1% | 1,670 | +0.1% | 0.07% | -13.8% |
| Q1 2014 | $189,000 | +2.2% | 1,669 | +0.1% | 0.08% | -24.5% |
| Q4 2013 | $185,000 | +10.8% | 1,667 | +2.0% | 0.11% | +8.2% |
| Q3 2013 | $167,000 | +7.1% | 1,635 | -2.0% | 0.10% | +14.0% |
| Q2 2013 | $156,000 | – | 1,668 | – | 0.09% | – |
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% |