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 | $7,122,036 | -9.7% | 79,826 | -3.8% | 0.11% | -6.8% |
| Q2 2023 | $7,888,624 | -0.2% | 82,960 | -1.8% | 0.12% | -6.3% |
| Q1 2023 | $7,903,803 | +1.8% | 84,451 | -0.7% | 0.13% | -4.5% |
| Q4 2022 | $7,761,999 | +16.0% | 85,007 | +4.7% | 0.13% | +5.6% |
| Q3 2022 | $6,691,000 | -23.7% | 81,153 | -17.6% | 0.12% | -22.4% |
| Q2 2022 | $8,764,000 | -39.5% | 98,440 | -30.4% | 0.16% | -28.1% |
| Q1 2022 | $14,485,000 | +143.0% | 141,469 | +147.9% | 0.22% | +146.2% |
| Q4 2021 | $5,962,000 | +7.5% | 57,058 | +3.5% | 0.09% | -4.2% |
| Q3 2021 | $5,547,000 | -26.1% | 55,103 | -22.7% | 0.10% | -25.2% |
| Q2 2021 | $7,511,000 | -99.9% | 71,245 | -46.7% | 0.13% | +7.6% |
| Q1 2021 | $13,475,692,000 | +267646.7% | 133,768 | +116.1% | 0.12% | +8.3% |
| Q4 2020 | $5,033,000 | +31.4% | 61,898 | +97.8% | 0.11% | +12.4% |
| Q3 2020 | $3,831,000 | +6.7% | 31,297 | +4.9% | 0.10% | -4.9% |
| Q2 2020 | $3,590,000 | +16.3% | 29,824 | -3.5% | 0.10% | -9.7% |
| Q1 2020 | $3,088,000 | -38.8% | 30,899 | -1.5% | 0.11% | -24.2% |
| Q4 2019 | $5,043,000 | +7.3% | 31,362 | +0.2% | 0.15% | -5.7% |
| Q3 2019 | $4,698,000 | +0.9% | 31,285 | -0.2% | 0.16% | -7.6% |
| Q2 2019 | $4,658,000 | -2.9% | 31,342 | -3.6% | 0.17% | -15.8% |
| Q1 2019 | $4,799,000 | +24.4% | 32,529 | +11.1% | 0.20% | +8.0% |
| Q4 2018 | $3,859,000 | +148.8% | 29,275 | +215.1% | 0.19% | +154.1% |
| Q3 2018 | $1,551,000 | +8.3% | 9,290 | +5.9% | 0.07% | -12.9% |
| Q2 2018 | $1,432,000 | +39.7% | 8,769 | +29.0% | 0.08% | +21.4% |
| Q1 2018 | $1,025,000 | -4.5% | 6,797 | -2.8% | 0.07% | -14.6% |
| Q4 2017 | $1,073,000 | +13.8% | 6,993 | +9.9% | 0.08% | -14.6% |
| Q3 2017 | $943,000 | +5.6% | 6,361 | -0.5% | 0.10% | -4.0% |
| Q2 2017 | $893,000 | +45.2% | 6,390 | +44.0% | 0.10% | +7.5% |
| Q1 2017 | $615,000 | – | 4,439 | – | 0.09% | – |
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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% |