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 | $652,198 | +4.6% | 7,310 | +11.4% | 0.27% | +4.7% |
| Q2 2023 | $623,790 | +1.6% | 6,560 | 0.0% | 0.26% | -4.8% |
| Q1 2023 | $613,950 | +2.5% | 6,560 | 0.0% | 0.27% | -5.2% |
| Q4 2022 | $598,994 | +16.1% | 6,560 | +4.9% | 0.29% | +7.1% |
| Q3 2022 | $516,000 | -7.4% | 6,255 | 0.0% | 0.27% | -3.3% |
| Q2 2022 | $557,000 | -13.0% | 6,255 | 0.0% | 0.28% | +1.8% |
| Q1 2022 | $640,000 | +0.2% | 6,255 | +2.3% | 0.27% | +1.1% |
| Q4 2021 | $639,000 | -0.2% | 6,115 | -3.9% | 0.27% | -9.5% |
| Q3 2021 | $640,000 | -0.3% | 6,360 | 0.0% | 0.30% | -1.0% |
| Q2 2021 | $642,000 | +0.9% | 6,360 | +0.8% | 0.30% | -8.3% |
| Q1 2021 | $636,000 | +24.0% | 6,310 | 0.0% | 0.33% | +16.0% |
| Q4 2020 | $513,000 | +39.0% | 6,310 | +109.3% | 0.28% | +20.1% |
| Q3 2020 | $369,000 | -0.8% | 3,015 | -2.4% | 0.23% | -10.3% |
| Q2 2020 | $372,000 | +20.4% | 3,090 | -0.1% | 0.26% | -3.3% |
| Q1 2020 | $309,000 | -43.8% | 3,093 | -13.3% | 0.27% | -32.2% |
| Q4 2019 | $550,000 | +0.9% | 3,568 | -3.3% | 0.40% | -12.3% |
| Q3 2019 | $545,000 | +0.4% | 3,690 | -0.5% | 0.45% | -1.1% |
| Q2 2019 | $543,000 | -8.4% | 3,710 | -7.7% | 0.46% | -20.6% |
| Q1 2019 | $593,000 | +5.7% | 4,020 | -5.5% | 0.58% | -1.9% |
| Q4 2018 | $561,000 | -14.4% | 4,255 | -2.3% | 0.59% | -3.6% |
| Q3 2018 | $655,000 | -12.0% | 4,355 | -4.4% | 0.61% | -10.9% |
| Q2 2018 | $744,000 | +15.7% | 4,555 | +6.8% | 0.69% | +7.5% |
| Q1 2018 | $643,000 | -1.8% | 4,265 | 0.0% | 0.64% | -9.6% |
| Q4 2017 | $655,000 | – | 4,265 | – | 0.71% | – |
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% |