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 | $2,443,736 | -8.0% | 27,390 | -2.0% | 0.51% | -4.3% |
| Q2 2023 | $2,656,815 | -53.4% | 27,940 | -54.1% | 0.54% | -56.6% |
| Q1 2023 | $5,700,380 | -21.1% | 60,908 | -23.0% | 1.23% | -25.1% |
| Q4 2022 | $7,220,612 | -99.9% | 79,078 | +3.9% | 1.64% | +5.9% |
| Q3 2022 | $6,276,012,000 | -8.7% | 76,119 | -1.4% | 1.55% | -2.7% |
| Q2 2022 | $6,873,294,000 | -9.9% | 77,202 | +3.6% | 1.60% | +4.5% |
| Q1 2022 | $7,627,748,000 | -21.9% | 74,497 | -20.3% | 1.53% | -19.0% |
| Q4 2021 | $9,770,337,000 | +4.4% | 93,505 | +0.6% | 1.89% | -3.4% |
| Q3 2021 | $9,354,760,000 | -3.4% | 92,925 | +1.1% | 1.95% | -2.8% |
| Q2 2021 | $9,686,381,000 | +4.3% | 91,875 | -0.3% | 2.01% | -2.7% |
| Q1 2021 | $9,285,206,000 | +28.5% | 92,170 | +3.7% | 2.06% | +18.3% |
| Q4 2020 | $7,224,231,000 | +72.7% | 88,848 | +160.1% | 1.74% | +53.2% |
| Q3 2020 | $4,182,112,000 | +3.7% | 34,162 | +2.0% | 1.14% | -5.7% |
| Q2 2020 | $4,031,914,000 | +37.5% | 33,496 | +14.1% | 1.21% | +13.7% |
| Q1 2020 | $2,933,022,000 | -34.8% | 29,348 | +4.8% | 1.06% | -25.4% |
| Q4 2019 | $4,501,778,000 | +13.4% | 27,996 | +5.9% | 1.42% | +4.6% |
| Q3 2019 | $3,970,971,000 | +1.2% | 26,440 | +0.2% | 1.36% | -1.0% |
| Q2 2019 | $3,922,153,000 | +4.9% | 26,390 | +4.1% | 1.37% | -3.2% |
| Q1 2019 | $3,739,526,000 | +25.1% | 25,346 | +11.8% | 1.42% | +10.3% |
| Q4 2018 | $2,988,428,000 | -21.1% | 22,665 | -0.2% | 1.29% | -8.6% |
| Q3 2018 | $3,789,680,000 | +7.1% | 22,702 | +4.8% | 1.41% | -0.6% |
| Q2 2018 | $3,537,716,000 | +70.7% | 21,668 | +57.7% | 1.42% | +69.6% |
| Q1 2018 | $2,072,240,000 | -0.9% | 13,738 | +0.9% | 0.84% | 0.0% |
| Q4 2017 | $2,091,470,000 | +12.1% | 13,619 | +8.2% | 0.84% | -2.0% |
| Q3 2017 | $1,866,185,000 | +5.3% | 12,583 | -0.7% | 0.85% | +1.9% |
| Q2 2017 | $1,772,079,000 | +3.8% | 12,674 | +2.9% | 0.84% | -2.1% |
| Q1 2017 | $1,707,336,000 | +8.8% | 12,314 | +6.1% | 0.85% | -3.1% |
| Q4 2016 | $1,568,952,000 | – | 11,601 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |