ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,613,548 | -6.5% | 29,293 | -0.4% | 0.39% | -6.3% |
| Q2 2023 | $2,795,484 | +0.9% | 29,398 | -0.7% | 0.42% | -6.1% |
| Q1 2023 | $2,770,573 | -2.7% | 29,603 | -5.1% | 0.44% | -11.4% |
| Q4 2022 | $2,848,717 | +9.4% | 31,198 | -1.2% | 0.50% | -1.4% |
| Q3 2022 | $2,603,000 | -7.2% | 31,570 | +0.2% | 0.51% | -8.0% |
| Q2 2022 | $2,804,000 | -13.2% | 31,495 | -0.1% | 0.55% | -8.0% |
| Q1 2022 | $3,229,000 | -2.0% | 31,532 | 0.0% | 0.60% | -3.1% |
| Q4 2021 | $3,295,000 | +3.8% | 31,532 | 0.0% | 0.62% | -3.7% |
| Q3 2021 | $3,174,000 | -3.8% | 31,532 | +0.8% | 0.64% | -5.9% |
| Q2 2021 | $3,300,000 | +4.7% | 31,297 | 0.0% | 0.68% | -1.7% |
| Q1 2021 | $3,153,000 | +19.6% | 31,297 | -3.5% | 0.69% | +15.3% |
| Q4 2020 | $2,637,000 | +22.9% | 32,434 | +85.1% | 0.60% | +14.9% |
| Q3 2020 | $2,145,000 | +0.3% | 17,523 | -1.4% | 0.52% | -5.4% |
| Q2 2020 | $2,139,000 | -6.9% | 17,774 | -22.7% | 0.55% | -17.0% |
| Q1 2020 | $2,297,000 | -48.3% | 22,981 | -16.9% | 0.67% | -36.5% |
| Q4 2019 | $4,447,000 | +0.0% | 27,657 | -6.6% | 1.05% | -8.6% |
| Q3 2019 | $4,446,000 | -8.5% | 29,606 | -9.5% | 1.15% | -6.6% |
| Q2 2019 | $4,860,000 | -13.1% | 32,700 | -13.7% | 1.23% | -16.1% |
| Q1 2019 | $5,592,000 | +12.1% | 37,903 | +0.1% | 1.46% | +8.4% |
| Q4 2018 | $4,990,000 | -27.4% | 37,847 | -8.0% | 1.35% | -25.2% |
| Q3 2018 | $6,871,000 | -0.6% | 41,160 | -2.8% | 1.80% | -5.0% |
| Q2 2018 | $6,915,000 | +2.6% | 42,352 | -5.2% | 1.90% | +1.8% |
| Q1 2018 | $6,740,000 | -3.9% | 44,681 | -2.2% | 1.87% | -7.3% |
| Q4 2017 | $7,015,000 | +2.8% | 45,682 | -0.7% | 2.01% | -3.0% |
| Q3 2017 | $6,823,000 | +28.7% | 46,003 | +21.3% | 2.07% | +21.1% |
| Q2 2017 | $5,303,000 | +18.3% | 37,926 | +17.3% | 1.71% | +16.8% |
| Q1 2017 | $4,484,000 | -0.6% | 32,342 | +0.3% | 1.47% | -5.6% |
| Q4 2016 | $4,513,000 | +9.7% | 32,237 | -2.2% | 1.55% | +11.4% |
| Q3 2016 | $4,113,000 | +4.0% | 32,956 | -2.6% | 1.40% | +1.2% |
| Q2 2016 | $3,955,000 | +16.9% | 33,853 | +13.4% | 1.38% | +13.3% |
| Q1 2016 | $3,383,000 | +33.3% | 29,850 | +27.2% | 1.22% | +33.9% |
| Q4 2015 | $2,537,000 | +0.6% | 23,458 | -2.6% | 0.91% | -5.3% |
| Q3 2015 | $2,523,000 | -13.4% | 24,075 | -2.7% | 0.96% | -12.3% |
| Q2 2015 | $2,914,000 | -1.2% | 24,743 | -0.2% | 1.09% | -2.7% |
| Q1 2015 | $2,948,000 | +0.4% | 24,795 | -0.4% | 1.12% | -4.4% |
| Q4 2014 | $2,935,000 | +4.7% | 24,890 | -4.8% | 1.18% | 0.0% |
| Q3 2014 | $2,804,000 | -1.1% | 26,138 | +6.5% | 1.18% | -0.6% |
| Q2 2014 | $2,834,000 | +12.2% | 24,554 | +10.3% | 1.18% | +1.5% |
| Q1 2014 | $2,526,000 | -44.4% | 22,268 | -45.4% | 1.17% | -6.4% |
| Q4 2013 | $4,540,000 | +130.5% | 40,800 | +111.7% | 1.25% | +4.8% |
| Q3 2013 | $1,970,000 | +15.9% | 19,274 | +5.9% | 1.19% | +5.9% |
| Q2 2013 | $1,700,000 | +24.8% | 18,193 | +20.1% | 1.12% | +15.1% |
| Q1 2013 | $1,362,000 | +15.7% | 15,143 | +4.1% | 0.98% | +4.6% |
| Q4 2012 | $1,177,000 | – | 14,549 | – | 0.93% | – |
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% |