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 | $1,325,641 | -6.9% | 14,858 | -0.8% | 0.07% | -9.5% |
| Q2 2023 | $1,424,557 | +1.6% | 14,981 | +0.0% | 0.07% | -7.5% |
| Q1 2023 | $1,401,593 | +11.8% | 14,976 | +9.0% | 0.08% | +1.3% |
| Q4 2022 | $1,254,201 | +20.5% | 13,736 | +8.8% | 0.08% | 0.0% |
| Q3 2022 | $1,041,000 | +137.1% | 12,630 | +203.0% | 0.08% | +182.1% |
| Q2 2021 | $439,000 | -11.1% | 4,169 | -15.0% | 0.03% | -22.2% |
| Q1 2021 | $494,000 | +30.3% | 4,905 | +5.1% | 0.04% | +12.5% |
| Q4 2020 | $379,000 | +43.6% | 4,666 | +116.2% | 0.03% | +23.1% |
| Q3 2020 | $264,000 | +1.9% | 2,158 | +34.0% | 0.03% | -16.1% |
| Q4 2019 | $259,000 | +4.0% | 1,611 | -3.0% | 0.03% | -8.8% |
| Q3 2019 | $249,000 | -9.8% | 1,660 | -10.7% | 0.03% | -15.0% |
| Q2 2019 | $276,000 | -8.9% | 1,859 | -9.6% | 0.04% | -20.0% |
| Q1 2019 | $303,000 | -5.9% | 2,056 | -15.7% | 0.05% | -19.4% |
| Q4 2018 | $322,000 | -16.8% | 2,439 | +5.1% | 0.06% | -26.2% |
| Q3 2018 | $387,000 | +22.9% | 2,321 | +20.2% | 0.08% | +5.0% |
| Q2 2018 | $315,000 | -70.6% | 1,931 | -73.4% | 0.08% | -72.2% |
| Q1 2018 | $1,071,000 | -0.4% | 7,270 | +5.6% | 0.29% | +1.1% |
| Q4 2017 | $1,075,000 | +1211.0% | 6,883 | +1151.5% | 0.28% | +714.3% |
| Q3 2017 | $82,000 | +20.6% | 550 | 0.0% | 0.04% | +6.1% |
| Q2 2017 | $68,000 | – | 550 | – | 0.03% | – |
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% |