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 | $4,317,102 | -6.3% | 48,387 | -0.2% | 0.42% | -7.8% |
| Q2 2023 | $4,609,665 | +1.1% | 48,477 | -0.5% | 0.46% | -7.1% |
| Q1 2023 | $4,560,898 | +1.5% | 48,733 | -1.0% | 0.50% | -7.8% |
| Q4 2022 | $4,493,241 | +118.2% | 49,209 | +97.1% | 0.54% | +83.6% |
| Q3 2022 | $2,059,000 | -10.0% | 24,972 | -2.8% | 0.29% | -26.0% |
| Q2 2022 | $2,288,000 | -15.3% | 25,695 | -2.6% | 0.40% | -8.3% |
| Q1 2022 | $2,702,000 | -4.3% | 26,391 | -2.3% | 0.43% | -3.6% |
| Q4 2021 | $2,823,000 | -0.6% | 27,015 | -4.3% | 0.45% | -20.6% |
| Q3 2021 | $2,841,000 | -7.0% | 28,220 | -2.6% | 0.56% | -20.5% |
| Q2 2021 | $3,054,000 | +0.4% | 28,967 | -4.1% | 0.71% | -20.9% |
| Q1 2021 | $3,043,000 | +9.9% | 30,205 | -11.3% | 0.90% | -4.9% |
| Q4 2020 | $2,768,000 | +9.2% | 34,048 | +64.5% | 0.94% | -9.4% |
| Q3 2020 | $2,534,000 | -37.5% | 20,702 | -38.5% | 1.04% | -46.0% |
| Q2 2020 | $4,055,000 | +59.0% | 33,689 | +32.0% | 1.93% | +20.7% |
| Q1 2020 | $2,551,000 | +64.4% | 25,529 | +164.4% | 1.60% | +78.7% |
| Q4 2019 | $1,552,000 | +5.7% | 9,654 | -1.3% | 0.89% | -7.0% |
| Q3 2019 | $1,469,000 | -4.6% | 9,778 | -5.7% | 0.96% | -16.1% |
| Q2 2019 | $1,540,000 | +4.0% | 10,364 | +3.2% | 1.14% | -2.5% |
| Q1 2019 | $1,481,000 | +14.2% | 10,039 | +2.0% | 1.17% | -2.2% |
| Q4 2018 | $1,297,000 | -44.8% | 9,840 | -35.7% | 1.20% | -39.2% |
| Q4 2017 | $2,350,000 | – | 15,302 | – | 1.97% | – |
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% |