ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 435 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,255 | -9.2% | 8,006 | -3.2% | 0.09% | -5.3% |
| Q2 2023 | $786,408 | +1.3% | 8,270 | -0.3% | 0.09% | -6.9% |
| Q1 2023 | $776,691 | +1.4% | 8,299 | -1.1% | 0.10% | -4.7% |
| Q4 2022 | $766,135 | +8.8% | 8,390 | -1.7% | 0.11% | -2.8% |
| Q3 2022 | $704,000 | -7.9% | 8,533 | -0.5% | 0.11% | -6.0% |
| Q2 2022 | $764,000 | -13.6% | 8,578 | -0.6% | 0.12% | -0.9% |
| Q1 2022 | $884,000 | -7.6% | 8,634 | -5.7% | 0.12% | 0.0% |
| Q4 2021 | $957,000 | +3.0% | 9,158 | -0.8% | 0.12% | -6.4% |
| Q3 2021 | $929,000 | -6.3% | 9,232 | -1.7% | 0.12% | -6.7% |
| Q2 2021 | $991,000 | +4.6% | 9,395 | -0.1% | 0.13% | -2.2% |
| Q1 2021 | $947,000 | +26.4% | 9,400 | +2.0% | 0.14% | +11.4% |
| Q4 2020 | $749,000 | +39.0% | 9,216 | +109.4% | 0.12% | +12.8% |
| Q3 2020 | $539,000 | +1.7% | 4,401 | 0.0% | 0.11% | -4.4% |
| Q2 2020 | $530,000 | +17.8% | 4,401 | -2.2% | 0.11% | +5.6% |
| Q1 2020 | $450,000 | -39.1% | 4,502 | -2.0% | 0.11% | -23.4% |
| Q4 2019 | $739,000 | +8.4% | 4,593 | +1.2% | 0.14% | +1.4% |
| Q3 2019 | $682,000 | +1.0% | 4,540 | 0.0% | 0.14% | +0.7% |
| Q2 2019 | $675,000 | -1.2% | 4,540 | -2.0% | 0.14% | -6.1% |
| Q1 2019 | $683,000 | -12.4% | 4,632 | -21.7% | 0.15% | -16.9% |
| Q4 2018 | $780,000 | -27.1% | 5,919 | -9.6% | 0.18% | -21.7% |
| Q2 2018 | $1,070,000 | +2.0% | 6,551 | -5.8% | 0.23% | +0.4% |
| Q1 2018 | $1,049,000 | -7.0% | 6,957 | -5.3% | 0.22% | -5.1% |
| Q4 2017 | $1,128,000 | -1.9% | 7,343 | -5.3% | 0.24% | -7.8% |
| Q3 2017 | $1,150,000 | -33.0% | 7,756 | -36.8% | 0.26% | -34.1% |
| Q2 2017 | $1,717,000 | +11.9% | 12,280 | +10.9% | 0.39% | +7.7% |
| Q1 2017 | $1,535,000 | -7.0% | 11,069 | -6.1% | 0.36% | -9.7% |
| Q4 2016 | $1,651,000 | +41175.0% | 11,791 | +40558.6% | 0.40% | +40000.0% |
| Q3 2016 | $4,000 | -99.7% | 29 | -99.8% | 0.00% | -99.7% |
| Q2 2016 | $1,418,000 | +3.2% | 12,140 | +0.1% | 0.40% | -19.8% |
| Q1 2016 | $1,374,000 | +4.2% | 12,128 | -0.5% | 0.49% | -2.2% |
| Q4 2015 | $1,319,000 | +0.5% | 12,192 | -2.6% | 0.50% | -9.7% |
| Q3 2015 | $1,312,000 | -11.7% | 12,521 | -0.8% | 0.56% | -0.7% |
| Q2 2015 | $1,486,000 | -6.7% | 12,618 | -5.8% | 0.56% | -8.2% |
| Q1 2015 | $1,593,000 | -2.5% | 13,398 | -3.3% | 0.61% | -6.8% |
| Q4 2014 | $1,634,000 | +11.3% | 13,853 | +1.3% | 0.66% | -1.2% |
| Q3 2014 | $1,468,000 | -6.6% | 13,680 | +0.5% | 0.67% | -12.6% |
| Q2 2014 | $1,571,000 | -0.6% | 13,613 | -2.3% | 0.76% | -8.5% |
| Q1 2014 | $1,581,000 | +0.2% | 13,933 | -1.8% | 0.83% | -3.6% |
| Q4 2013 | $1,578,000 | +11.5% | 14,187 | +2.5% | 0.86% | -2.0% |
| Q3 2013 | $1,415,000 | +7.2% | 13,842 | -2.0% | 0.88% | -2.8% |
| Q2 2013 | $1,320,000 | – | 14,122 | – | 0.91% | – |
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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% |