ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,615,328 | +2.5% | 18,105 | +9.2% | 0.45% | -4.2% |
| Q2 2023 | $1,576,022 | +3.8% | 16,574 | +2.2% | 0.47% | +0.9% |
| Q1 2023 | $1,517,842 | +5.3% | 16,218 | +2.7% | 0.47% | 0.0% |
| Q4 2022 | $1,441,968 | +22.6% | 15,792 | +10.7% | 0.47% | +13.0% |
| Q3 2022 | $1,176,000 | +14.4% | 14,260 | +23.4% | 0.42% | +17.8% |
| Q2 2022 | $1,028,000 | -26.0% | 11,552 | -14.9% | 0.35% | -13.1% |
| Q1 2022 | $1,390,000 | +9.3% | 13,576 | +9.3% | 0.41% | +21.2% |
| Q4 2021 | $1,272,000 | +7.0% | 12,417 | +5.1% | 0.34% | -7.5% |
| Q3 2021 | $1,189,000 | -2.7% | 11,814 | +2.0% | 0.36% | -4.7% |
| Q2 2021 | $1,222,000 | +7.8% | 11,587 | +2.9% | 0.38% | +1.1% |
| Q1 2021 | $1,134,000 | +13.2% | 11,261 | +3.8% | 0.38% | +12.6% |
| Q4 2020 | $1,002,000 | -20.6% | 10,852 | +5.3% | 0.33% | +27.0% |
| Q3 2020 | $1,262,000 | +6.1% | 10,310 | +4.2% | 0.26% | +1.9% |
| Q2 2020 | $1,190,000 | +18.8% | 9,890 | -1.4% | 0.26% | +1.2% |
| Q1 2020 | $1,002,000 | -78.1% | 10,032 | -64.7% | 0.26% | -86.2% |
| Q4 2019 | $4,572,000 | -50.2% | 28,435 | -53.4% | 1.85% | -3.9% |
| Q3 2019 | $9,174,000 | -0.5% | 61,076 | -1.3% | 1.93% | +1.5% |
| Q2 2019 | $9,224,000 | +89.4% | 61,886 | +87.5% | 1.90% | -6.2% |
| Q1 2019 | $4,870,000 | -41.6% | 33,007 | -47.8% | 2.03% | +3.9% |
| Q4 2018 | $8,338,000 | +43.1% | 63,234 | +81.2% | 1.95% | -18.2% |
| Q3 2018 | $5,825,000 | +26.0% | 34,894 | +23.3% | 2.38% | +18.5% |
| Q2 2018 | $4,622,000 | -45.4% | 28,311 | -49.5% | 2.01% | +5.9% |
| Q1 2018 | $8,460,000 | +106.1% | 56,092 | +109.9% | 1.90% | +2.8% |
| Q4 2017 | $4,104,000 | +5.6% | 26,728 | +1.0% | 1.85% | +2.3% |
| Q3 2017 | $3,886,000 | -31.8% | 26,463 | -35.1% | 1.81% | -45.0% |
| Q2 2017 | $5,701,000 | -49.6% | 40,771 | -48.9% | 3.28% | +9.4% |
| Q1 2017 | $11,306,000 | +4.8% | 79,846 | +3.7% | 3.00% | -4.1% |
| Q4 2016 | $10,784,000 | +235.3% | 77,024 | +190.1% | 3.13% | +60.8% |
| Q3 2016 | $3,216,000 | -2.7% | 26,548 | -0.2% | 1.95% | -2.1% |
| Q2 2016 | $3,306,000 | -43.3% | 26,589 | -48.3% | 1.99% | +2.3% |
| Q1 2016 | $5,832,000 | +115.4% | 51,466 | +105.5% | 1.94% | +4.4% |
| Q4 2015 | $2,708,000 | – | 25,040 | – | 1.86% | – |
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% |