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 | $5,473,716 | -5.6% | 61,351 | +0.6% | 1.33% | -5.1% |
| Q2 2023 | $5,800,874 | +3.1% | 61,004 | +1.5% | 1.40% | -3.2% |
| Q1 2023 | $5,624,110 | -4.2% | 60,093 | -6.5% | 1.45% | -9.7% |
| Q4 2022 | $5,867,828 | +67.7% | 64,263 | +51.5% | 1.60% | +52.0% |
| Q3 2022 | $3,498,000 | -15.5% | 42,420 | -8.8% | 1.06% | -13.4% |
| Q2 2022 | $4,140,000 | +3.2% | 46,503 | +18.7% | 1.22% | +13.1% |
| Q1 2022 | $4,010,000 | +19.7% | 39,167 | +22.2% | 1.08% | +20.7% |
| Q4 2021 | $3,349,000 | +52.0% | 32,054 | +46.4% | 0.89% | +27.4% |
| Q3 2021 | $2,204,000 | +12.0% | 21,893 | +17.3% | 0.70% | +16.8% |
| Q2 2021 | $1,968,000 | +0.7% | 18,663 | -3.8% | 0.60% | -4.0% |
| Q1 2021 | $1,955,000 | +29.3% | 19,409 | +4.4% | 0.63% | +34.0% |
| Q4 2020 | $1,512,000 | +34.6% | 18,599 | +102.7% | 0.47% | +13.9% |
| Q3 2020 | $1,123,000 | +13.9% | 9,177 | +12.0% | 0.41% | +2.2% |
| Q2 2020 | $986,000 | +104.6% | 8,195 | +69.9% | 0.40% | +69.2% |
| Q1 2020 | $482,000 | – | 4,823 | – | 0.24% | – |
Download | ||||||
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% |