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 | $213,700 | -9.6% | 2,395 | -3.6% | 0.01% | -9.1% |
| Q2 2023 | $236,317 | -23.6% | 2,485 | -24.8% | 0.01% | -15.4% |
| Q1 2023 | $309,411 | +2.5% | 3,306 | +0.0% | 0.01% | -7.1% |
| Q4 2022 | $301,749 | +23.2% | 3,305 | +11.3% | 0.01% | 0.0% |
| Q3 2022 | $245,000 | +1.2% | 2,970 | +9.2% | 0.01% | -6.7% |
| Q2 2022 | $242,000 | -12.9% | 2,721 | +0.2% | 0.02% | -11.8% |
| Q1 2022 | $278,000 | -3.1% | 2,715 | -1.3% | 0.02% | 0.0% |
| Q4 2021 | $287,000 | -12.5% | 2,750 | -15.5% | 0.02% | -19.0% |
| Q3 2021 | $328,000 | -8.4% | 3,256 | -4.2% | 0.02% | -12.5% |
| Q2 2021 | $358,000 | +6.9% | 3,399 | +2.3% | 0.02% | 0.0% |
| Q1 2021 | $335,000 | +20.9% | 3,323 | -2.5% | 0.02% | -4.0% |
| Q4 2020 | $277,000 | +22.0% | 3,407 | +83.6% | 0.02% | 0.0% |
| Q3 2020 | $227,000 | +272.1% | 1,856 | +202.8% | 0.02% | +177.8% |
| Q1 2020 | $61,000 | -42.5% | 613 | -6.8% | 0.01% | -30.8% |
| Q4 2019 | $106,000 | +7.1% | 658 | +0.2% | 0.01% | -7.1% |
| Q3 2019 | $99,000 | +19.3% | 657 | +17.7% | 0.01% | +7.7% |
| Q2 2019 | $83,000 | +1.2% | 558 | +0.2% | 0.01% | -7.1% |
| Q1 2019 | $82,000 | +78.3% | 557 | +59.1% | 0.01% | +55.6% |
| Q4 2018 | $46,000 | -20.7% | 350 | +0.3% | 0.01% | -18.2% |
| Q3 2018 | $58,000 | -7.9% | 349 | -10.1% | 0.01% | -8.3% |
| Q2 2018 | $63,000 | +152.0% | 388 | +138.0% | 0.01% | +100.0% |
| Q1 2018 | $25,000 | 0.0% | 163 | +0.6% | 0.01% | 0.0% |
| Q4 2017 | $25,000 | +66.7% | 162 | +58.8% | 0.01% | +50.0% |
| Q3 2017 | $15,000 | – | 102 | – | 0.00% | – |
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% |