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 | $161,863 | -5.6% | 1,814 | +0.6% | 0.08% | -2.5% |
Q2 2023 | $171,499 | +2.0% | 1,804 | +0.4% | 0.08% | +1.3% |
Q1 2023 | $168,095 | +2.9% | 1,796 | +0.3% | 0.08% | 0.0% |
Q4 2022 | $163,408 | +11.2% | 1,790 | +0.3% | 0.08% | +2.6% |
Q3 2022 | $147,000 | -7.0% | 1,785 | +0.6% | 0.08% | -1.3% |
Q2 2022 | $158,000 | -12.7% | 1,774 | +0.3% | 0.08% | +2.6% |
Q1 2022 | $181,000 | -1.6% | 1,768 | +0.3% | 0.08% | -19.1% |
Q4 2021 | $184,000 | +4.0% | 1,763 | +0.5% | 0.09% | +19.0% |
Q3 2021 | $177,000 | -3.8% | 1,755 | +0.5% | 0.08% | -2.5% |
Q2 2021 | $184,000 | +4.5% | 1,746 | +0.2% | 0.08% | 0.0% |
Q1 2021 | $176,000 | +24.8% | 1,742 | +0.3% | 0.08% | +12.5% |
Q4 2020 | $141,000 | +33.0% | 1,736 | +100.0% | 0.07% | +12.5% |
Q3 2020 | $106,000 | +1.9% | 868 | +0.5% | 0.06% | -3.0% |
Q2 2020 | $104,000 | +20.9% | 864 | +0.5% | 0.07% | +4.8% |
Q1 2020 | $86,000 | -37.7% | 860 | +0.5% | 0.06% | -16.0% |
Q4 2019 | $138,000 | +7.8% | 856 | +0.6% | 0.08% | +2.7% |
Q3 2019 | $128,000 | +1.6% | 851 | +0.5% | 0.07% | 0.0% |
Q2 2019 | $126,000 | +0.8% | 847 | +0.4% | 0.07% | -2.7% |
Q1 2019 | $125,000 | +12.6% | 844 | +0.4% | 0.08% | -3.8% |
Q4 2018 | $111,000 | -20.1% | 841 | +0.8% | 0.08% | -10.3% |
Q3 2018 | $139,000 | +2.2% | 834 | +0.4% | 0.09% | -7.4% |
Q2 2018 | $136,000 | +8.8% | 831 | 0.0% | 0.09% | +8.0% |
Q1 2018 | $125,000 | -1.6% | 831 | +0.4% | 0.09% | +1.2% |
Q4 2017 | $127,000 | +4.1% | 828 | +0.7% | 0.09% | -2.3% |
Q3 2017 | $122,000 | +6.1% | 822 | +0.2% | 0.09% | -1.1% |
Q2 2017 | $115,000 | +1.8% | 820 | +0.5% | 0.09% | -2.2% |
Q1 2017 | $113,000 | -0.9% | 816 | 0.0% | 0.09% | -6.2% |
Q4 2016 | $114,000 | +12.9% | 816 | +0.6% | 0.10% | +15.5% |
Q3 2016 | $101,000 | +6.3% | 811 | 0.0% | 0.08% | 0.0% |
Q2 2016 | $95,000 | +4.4% | 811 | +0.7% | 0.08% | +1.2% |
Q1 2016 | $91,000 | +4.6% | 805 | +0.4% | 0.08% | 0.0% |
Q4 2015 | $87,000 | – | 802 | – | 0.08% | – |
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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% |