ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 570 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $355,814 | -5.7% | 3,658 | -0.4% | 0.06% | -6.8% |
| Q1 2024 | $377,437 | -7.1% | 3,673 | -6.8% | 0.06% | -16.9% |
| Q4 2023 | $406,096 | +15.5% | 3,940 | 0.0% | 0.07% | +4.4% |
| Q3 2023 | $351,527 | -6.2% | 3,940 | 0.0% | 0.07% | -4.2% |
| Q2 2023 | $374,655 | +0.1% | 3,940 | -1.5% | 0.07% | -6.6% |
| Q1 2023 | $374,360 | +0.4% | 4,000 | -2.1% | 0.08% | -6.2% |
| Q4 2022 | $373,001 | +7.2% | 4,085 | -3.1% | 0.08% | -9.0% |
| Q3 2022 | $348,000 | -11.2% | 4,215 | -4.4% | 0.09% | -11.9% |
| Q2 2022 | $392,000 | -13.1% | 4,407 | +0.1% | 0.10% | -3.8% |
| Q1 2022 | $451,000 | +0.7% | 4,403 | +2.7% | 0.10% | +1.9% |
| Q4 2021 | $448,000 | +30.6% | 4,286 | +25.8% | 0.10% | +12.0% |
| Q3 2021 | $343,000 | -4.5% | 3,408 | 0.0% | 0.09% | -5.2% |
| Q2 2021 | $359,000 | +11.1% | 3,408 | +6.2% | 0.10% | 0.0% |
| Q1 2021 | $323,000 | +23.8% | 3,208 | 0.0% | 0.10% | +14.1% |
| Q4 2020 | $261,000 | -7.4% | 3,208 | -27.9% | 0.08% | -20.6% |
| Q3 2020 | $282,000 | +5.6% | 4,449 | +100.2% | 0.11% | -0.9% |
| Q2 2020 | $267,000 | +10.3% | 2,222 | +0.1% | 0.11% | +1.9% |
| Q1 2020 | $242,000 | -32.0% | 2,219 | +0.1% | 0.11% | -19.1% |
| Q4 2019 | $356,000 | +30.9% | 2,216 | +22.3% | 0.13% | -38.2% |
| Q3 2019 | $272,000 | +1.1% | 1,812 | +0.2% | 0.21% | -2.3% |
| Q2 2019 | $269,000 | +0.7% | 1,809 | +0.1% | 0.22% | -4.4% |
| Q1 2019 | $267,000 | +12.2% | 1,807 | +0.1% | 0.23% | -1.3% |
| Q4 2018 | $238,000 | – | 1,805 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 156,279 | $16,001,000 | 22.71% |
| Portfolio Solutions, LLC | 1,160,614 | $118,835,000 | 15.18% |
| RGT Wealth Advisors, LLC | 880,912 | $90,197,000 | 14.34% |
| Palisades Hudson Asset Management, L.P. | 293,655 | $30,067,000 | 14.04% |
| Merriman Wealth Management, LLC | 1,491,341 | $152,698,000 | 12.54% |
| Barber Financial Group, Inc. | 761,251 | $77,945,000 | 10.38% |
| Retireful, LLC | 3,835 | $371,000 | 8.92% |
| Forbes Financial Planning, Inc. | 55,294 | $5,666,000 | 7.06% |
| Kaydan Wealth Management, Inc. | 136,531 | $13,979,375 | 6.18% |
| Probity Advisors, Inc. | 289,999 | $29,693,000 | 6.13% |