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 | $1,600,547 | -28.8% | 17,939 | -24.1% | 0.16% | -12.4% |
| Q2 2023 | $2,247,674 | +18.9% | 23,637 | +17.1% | 0.18% | -3.6% |
| Q1 2023 | $1,889,731 | -14.8% | 20,191 | -16.9% | 0.19% | -2.5% |
| Q4 2022 | $2,219,188 | +8.8% | 24,303 | -1.7% | 0.20% | +1.0% |
| Q3 2022 | $2,039,000 | -38.7% | 24,730 | -33.6% | 0.20% | -36.5% |
| Q2 2022 | $3,328,000 | +43.3% | 37,216 | +64.1% | 0.31% | +72.5% |
| Q1 2022 | $2,322,000 | -6.4% | 22,681 | -4.5% | 0.18% | -9.2% |
| Q4 2021 | $2,481,000 | +5.2% | 23,746 | +1.4% | 0.20% | -8.4% |
| Q3 2021 | $2,358,000 | -8.6% | 23,427 | -4.2% | 0.21% | -10.5% |
| Q2 2021 | $2,579,000 | +2.6% | 24,462 | -2.0% | 0.24% | -4.4% |
| Q1 2021 | $2,514,000 | +50.3% | 24,955 | +21.3% | 0.25% | +30.9% |
| Q4 2020 | $1,673,000 | +74.6% | 20,575 | +158.6% | 0.19% | +42.5% |
| Q2 2020 | $958,000 | +24.6% | 7,957 | +3.4% | 0.13% | +538.1% |
| Q1 2020 | $769,000 | -57.5% | 7,698 | -31.5% | 0.02% | -93.3% |
| Q4 2019 | $1,808,000 | +3.2% | 11,244 | -3.6% | 0.31% | -4.6% |
| Q3 2019 | $1,752,000 | +0.8% | 11,662 | -0.3% | 0.33% | -5.2% |
| Q2 2019 | $1,738,000 | +3.8% | 11,697 | +3.0% | 0.35% | -4.2% |
| Q1 2019 | $1,675,000 | +10.5% | 11,355 | -1.2% | 0.36% | -7.2% |
| Q4 2018 | $1,516,000 | -20.8% | 11,495 | +0.3% | 0.39% | -9.5% |
| Q3 2018 | $1,913,000 | +12.7% | 11,459 | +10.2% | 0.43% | +7.0% |
| Q2 2018 | $1,698,000 | -11.2% | 10,400 | -18.0% | 0.40% | -16.8% |
| Q1 2018 | $1,913,000 | +15.8% | 12,684 | +17.9% | 0.48% | +15.6% |
| Q4 2017 | $1,652,000 | +9.6% | 10,760 | +5.9% | 0.42% | +6.6% |
| Q3 2017 | $1,507,000 | +3.9% | 10,163 | -2.1% | 0.39% | +55.6% |
| Q2 2017 | $1,451,000 | +71.5% | 10,379 | +70.1% | 0.25% | -2.3% |
| Q1 2017 | $846,000 | -0.7% | 6,101 | +0.3% | 0.26% | -8.8% |
| Q4 2016 | $852,000 | +13.1% | 6,082 | +0.8% | 0.28% | +396.5% |
| Q3 2016 | $753,000 | +6.7% | 6,032 | -0.2% | 0.06% | -79.4% |
| Q2 2016 | $706,000 | +49.6% | 6,047 | +45.1% | 0.28% | +48.1% |
| Q1 2016 | $472,000 | +4.0% | 4,167 | -0.8% | 0.19% | +1.1% |
| Q4 2015 | $454,000 | -9.0% | 4,202 | +5.0% | 0.18% | -11.5% |
| Q2 2015 | $499,000 | -50.2% | 4,000 | -28.7% | 0.21% | -51.3% |
| Q1 2015 | $1,002,000 | +98.8% | 5,607 | +31.2% | 0.43% | +95.0% |
| Q4 2014 | $504,000 | -1.2% | 4,272 | -10.2% | 0.22% | +20.9% |
| Q3 2014 | $510,000 | -6.1% | 4,756 | +1.0% | 0.18% | +7.7% |
| Q2 2014 | $543,000 | 0.0% | 4,708 | -1.7% | 0.17% | -9.6% |
| Q1 2014 | $543,000 | +9.3% | 4,790 | +7.3% | 0.19% | -29.2% |
| Q4 2013 | $497,000 | 0.0% | 4,463 | -8.1% | 0.26% | +9.5% |
| Q3 2013 | $497,000 | 0.0% | 4,858 | -8.6% | 0.24% | -4.0% |
| Q2 2013 | $497,000 | 0.0% | 5,314 | -3.8% | 0.25% | +2.9% |
| Q1 2013 | $497,000 | +60.3% | 5,522 | +44.0% | 0.24% | +86.3% |
| Q4 2012 | $310,000 | 0.0% | 3,836 | -2.4% | 0.13% | +0.8% |
| Q3 2012 | $310,000 | 0.0% | 3,929 | -5.9% | 0.13% | -9.7% |
| Q2 2012 | $310,000 | – | 4,176 | – | 0.14% | – |
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% |