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 | $2,766,332 | +4.4% | 31,006 | +11.3% | 0.07% | +4.2% |
| Q2 2023 | $2,649,700 | -2.6% | 27,865 | -4.1% | 0.07% | -5.3% |
| Q1 2023 | $2,720,653 | -6.1% | 29,070 | -8.4% | 0.08% | -15.7% |
| Q4 2022 | $2,897,258 | +13.7% | 31,730 | +2.6% | 0.09% | -1.1% |
| Q3 2022 | $2,549,000 | -32.7% | 30,912 | -27.4% | 0.09% | -30.8% |
| Q2 2022 | $3,789,000 | +17.7% | 42,563 | +35.4% | 0.13% | +36.8% |
| Q1 2022 | $3,219,000 | +23.6% | 31,443 | +26.1% | 0.10% | +26.7% |
| Q4 2021 | $2,605,000 | +4.9% | 24,934 | +1.1% | 0.08% | -5.1% |
| Q3 2021 | $2,484,000 | -4.4% | 24,672 | +0.1% | 0.08% | -3.7% |
| Q2 2021 | $2,598,000 | +6.7% | 24,640 | +2.0% | 0.08% | -8.9% |
| Q1 2021 | $2,434,000 | +16.8% | 24,157 | -5.7% | 0.09% | +7.1% |
| Q4 2020 | $2,084,000 | +35.9% | 25,630 | +104.7% | 0.08% | +16.7% |
| Q3 2020 | $1,533,000 | +5.2% | 12,518 | +3.4% | 0.07% | -10.0% |
| Q2 2020 | $1,457,000 | +21.7% | 12,101 | +1.1% | 0.08% | +2.6% |
| Q1 2020 | $1,197,000 | -38.0% | 11,975 | -0.3% | 0.08% | -23.5% |
| Q4 2019 | $1,932,000 | +5.9% | 12,017 | -2.1% | 0.10% | -8.9% |
| Q3 2019 | $1,824,000 | 0.0% | 12,274 | 0.0% | 0.11% | 0.0% |
| Q2 2019 | $1,824,000 | +3.5% | 12,274 | +2.7% | 0.11% | -9.7% |
| Q1 2019 | $1,763,000 | -44.2% | 11,950 | -50.2% | 0.12% | -55.1% |
| Q4 2018 | $3,161,000 | -0.7% | 23,972 | +25.7% | 0.28% | +19.0% |
| Q3 2018 | $3,183,000 | +49.8% | 19,069 | +51.3% | 0.23% | +43.2% |
| Q2 2018 | $2,125,000 | +227.4% | 12,605 | +193.1% | 0.16% | +211.5% |
| Q1 2018 | $649,000 | +1.6% | 4,301 | +3.4% | 0.05% | -7.1% |
| Q4 2017 | $639,000 | -14.9% | 4,159 | -17.9% | 0.06% | -34.9% |
| Q3 2017 | $751,000 | +36.3% | 5,064 | +28.4% | 0.09% | +19.4% |
| Q2 2017 | $551,000 | +34.4% | 3,943 | +33.3% | 0.07% | +20.0% |
| Q1 2017 | $410,000 | -68.9% | 2,957 | -72.0% | 0.06% | -75.8% |
| Q3 2016 | $1,318,000 | +533.7% | 10,559 | +493.9% | 0.25% | +427.7% |
| Q2 2016 | $208,000 | +16.9% | 1,778 | +13.0% | 0.05% | -4.1% |
| Q1 2016 | $178,000 | +85.4% | 1,573 | +76.9% | 0.05% | +58.1% |
| Q4 2015 | $96,000 | +37.1% | 889 | +34.1% | 0.03% | +47.6% |
| Q3 2015 | $70,000 | +66.7% | 663 | +85.7% | 0.02% | +75.0% |
| Q2 2015 | $42,000 | -83.5% | 357 | -83.1% | 0.01% | -82.9% |
| Q1 2015 | $254,000 | -61.9% | 2,118 | -64.3% | 0.07% | -66.5% |
| Q4 2014 | $667,000 | +9.3% | 5,934 | +4.3% | 0.21% | -6.3% |
| Q3 2014 | $610,000 | -6.4% | 5,688 | +0.8% | 0.22% | -19.2% |
| Q2 2014 | $652,000 | -8.6% | 5,645 | -10.2% | 0.28% | -25.0% |
| Q1 2014 | $713,000 | +2.0% | 6,286 | +0.1% | 0.37% | +4.8% |
| Q4 2013 | $699,000 | – | 6,282 | – | 0.35% | – |
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% |