ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,416,872 | -8.5% | 76,775 | +8.8% | 0.35% | -5.2% |
| Q2 2023 | $7,010,362 | +11.5% | 70,534 | +3.1% | 0.36% | -0.5% |
| Q1 2023 | $6,289,993 | -18.7% | 68,384 | -7.4% | 0.37% | -22.6% |
| Q4 2022 | $7,734,246 | +11.8% | 73,878 | +0.2% | 0.47% | -4.0% |
| Q3 2022 | $6,921,000 | -2.5% | 73,757 | +0.3% | 0.49% | -3.9% |
| Q2 2022 | $7,102,000 | +3.3% | 73,503 | +1.3% | 0.51% | -2.1% |
| Q1 2022 | $6,878,000 | -4.8% | 72,570 | +0.8% | 0.52% | +2.5% |
| Q4 2021 | $7,228,000 | -10.4% | 72,019 | -1.5% | 0.51% | -9.4% |
| Q3 2021 | $8,066,000 | -46.1% | 73,089 | -50.9% | 0.56% | +1.4% |
| Q2 2021 | $14,978,000 | +94.1% | 148,782 | +98.2% | 0.56% | -12.6% |
| Q1 2021 | $7,715,000 | +17.5% | 75,052 | +2.2% | 0.64% | +2.2% |
| Q4 2020 | $6,567,000 | +39.8% | 73,467 | +4.1% | 0.62% | +12.1% |
| Q3 2020 | $4,696,000 | +13.6% | 70,549 | +111.6% | 0.56% | +7.8% |
| Q2 2020 | $4,132,000 | +20.0% | 33,334 | +1.9% | 0.52% | -2.8% |
| Q1 2020 | $3,442,000 | -9.6% | 32,721 | +39.2% | 0.53% | +13.2% |
| Q4 2019 | $3,808,000 | +9.5% | 23,500 | +3.1% | 0.47% | -4.3% |
| Q3 2019 | $3,478,000 | +5.1% | 22,796 | +0.3% | 0.49% | +3.4% |
| Q2 2019 | $3,308,000 | -4.6% | 22,717 | +0.3% | 0.47% | -7.6% |
| Q1 2019 | $3,468,000 | -1.6% | 22,643 | -9.0% | 0.51% | -1.9% |
| Q4 2018 | $3,525,000 | +49.0% | 24,893 | +55.7% | 0.52% | +48.6% |
| Q3 2018 | $2,366,000 | -9.0% | 15,990 | +0.4% | 0.35% | -12.9% |
| Q2 2018 | $2,600,000 | +8.2% | 15,923 | -0.1% | 0.40% | -1.9% |
| Q1 2018 | $2,403,000 | -1.4% | 15,932 | +0.3% | 0.41% | +3.3% |
| Q4 2017 | $2,438,000 | +4.0% | 15,877 | +0.4% | 0.40% | -0.2% |
| Q3 2017 | $2,344,000 | +569.7% | 15,806 | +531.7% | 0.40% | +339.6% |
| Q2 2017 | $350,000 | -82.1% | 2,502 | -82.2% | 0.09% | -83.5% |
| Q1 2017 | $1,953,000 | +0.7% | 14,086 | +1.7% | 0.55% | -21.8% |
| Q4 2016 | $1,939,000 | +9.1% | 13,847 | -2.8% | 0.71% | +0.1% |
| Q3 2016 | $1,778,000 | +6.3% | 14,246 | -0.5% | 0.71% | -12.3% |
| Q2 2016 | $1,672,000 | -1.9% | 14,314 | -4.8% | 0.80% | -8.8% |
| Q1 2016 | $1,704,000 | -4.5% | 15,039 | -8.8% | 0.88% | +3.8% |
| Q4 2015 | $1,784,000 | +63.8% | 16,492 | +58.7% | 0.85% | +40.2% |
| Q3 2015 | $1,089,000 | -12.0% | 10,395 | -1.1% | 0.61% | +7.8% |
| Q2 2015 | $1,238,000 | +1.8% | 10,512 | +1.9% | 0.56% | +4.8% |
| Q1 2015 | $1,216,000 | +25.7% | 10,314 | +25.8% | 0.54% | +31.3% |
| Q4 2014 | $967,000 | – | 8,201 | – | 0.41% | – |
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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% |