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 | $2,632,225 | -6.8% | 29,503 | -0.7% | 1.10% | -11.1% |
| Q2 2023 | $2,825,089 | -21.3% | 29,710 | -22.5% | 1.24% | -26.2% |
| Q1 2023 | $3,588,379 | +3.7% | 38,341 | +1.2% | 1.68% | -5.0% |
| Q4 2022 | $3,460,316 | +8.2% | 37,896 | -2.3% | 1.77% | +3.1% |
| Q3 2022 | $3,197,000 | -9.1% | 38,774 | -1.8% | 1.71% | -1.9% |
| Q2 2022 | $3,516,000 | -10.3% | 39,491 | +3.1% | 1.75% | +14.0% |
| Q1 2022 | $3,921,000 | +1.6% | 38,297 | +3.6% | 1.53% | +0.6% |
| Q4 2021 | $3,861,000 | +3.2% | 36,954 | -0.6% | 1.52% | +0.5% |
| Q3 2021 | $3,742,000 | -2.3% | 37,175 | +2.3% | 1.52% | -0.5% |
| Q2 2021 | $3,831,000 | +4.8% | 36,335 | +0.1% | 1.52% | -3.8% |
| Q1 2021 | $3,656,000 | +19.8% | 36,294 | -3.3% | 1.58% | +33.4% |
| Q4 2020 | $3,053,000 | +31.7% | 37,548 | +98.2% | 1.19% | +13.5% |
| Q3 2020 | $2,319,000 | +1.6% | 18,947 | -0.1% | 1.04% | -7.4% |
| Q2 2020 | $2,282,000 | +12.2% | 18,960 | +49.9% | 1.13% | +21.4% |
| Q4 2019 | $2,033,000 | +16.8% | 12,646 | +9.1% | 0.93% | +12.1% |
| Q3 2019 | $1,741,000 | +1.4% | 11,592 | +0.3% | 0.83% | +6.6% |
| Q2 2019 | $1,717,000 | +3.6% | 11,553 | +2.8% | 0.78% | -1.1% |
| Q1 2019 | $1,657,000 | +14.4% | 11,233 | +2.2% | 0.79% | +5.9% |
| Q4 2018 | $1,449,000 | -19.4% | 10,992 | +2.0% | 0.74% | +2.6% |
| Q3 2018 | $1,798,000 | +6.4% | 10,772 | +4.1% | 0.72% | -5.7% |
| Q2 2018 | $1,690,000 | +13.3% | 10,349 | +4.7% | 0.77% | +13.1% |
| Q1 2018 | $1,491,000 | -4.0% | 9,887 | -2.2% | 0.68% | +1.6% |
| Q4 2017 | $1,553,000 | +3.5% | 10,112 | 0.0% | 0.67% | +5.4% |
| Q3 2017 | $1,500,000 | +4.5% | 10,112 | -1.5% | 0.63% | -3.4% |
| Q2 2017 | $1,435,000 | +0.3% | 10,265 | -0.5% | 0.66% | -1.5% |
| Q1 2017 | $1,430,000 | -0.5% | 10,315 | +0.5% | 0.67% | -28.0% |
| Q4 2016 | $1,437,000 | +7.3% | 10,265 | -4.3% | 0.92% | +35.4% |
| Q3 2016 | $1,339,000 | +7.9% | 10,725 | +0.9% | 0.68% | +5.9% |
| Q2 2016 | $1,241,000 | +3.1% | 10,625 | -0.0% | 0.64% | +0.8% |
| Q1 2016 | $1,204,000 | +4.7% | 10,629 | -0.0% | 0.64% | -0.6% |
| Q4 2015 | $1,150,000 | +1.8% | 10,634 | -1.4% | 0.64% | -3.6% |
| Q3 2015 | $1,130,000 | -12.4% | 10,784 | -1.6% | 0.67% | -24.1% |
| Q2 2015 | $1,290,000 | -1.0% | 10,954 | 0.0% | 0.88% | -2.2% |
| Q1 2015 | $1,303,000 | +4.7% | 10,954 | +3.8% | 0.90% | +0.3% |
| Q4 2014 | $1,245,000 | +6.9% | 10,554 | -2.8% | 0.90% | +4.4% |
| Q3 2014 | $1,165,000 | -7.3% | 10,854 | -0.3% | 0.86% | -5.8% |
| Q2 2014 | $1,257,000 | -3.1% | 10,889 | -4.8% | 0.91% | -8.9% |
| Q1 2014 | $1,297,000 | -1.4% | 11,434 | -3.3% | 1.00% | -5.2% |
| Q4 2013 | $1,315,000 | +6.2% | 11,819 | -2.4% | 1.06% | -2.3% |
| Q3 2013 | $1,238,000 | +6.1% | 12,109 | -3.1% | 1.08% | -2.1% |
| Q2 2013 | $1,167,000 | – | 12,494 | – | 1.10% | – |
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% |