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 | $4,123,039 | +71.3% | 46,212 | +82.6% | 0.96% | +75.2% |
| Q2 2023 | $2,406,573 | +18.3% | 25,308 | +16.5% | 0.54% | +7.5% |
| Q1 2023 | $2,033,839 | +2.7% | 21,731 | +0.2% | 0.51% | -6.1% |
| Q4 2022 | $1,980,183 | +9.3% | 21,686 | -1.3% | 0.54% | -0.6% |
| Q3 2022 | $1,812,000 | +63.2% | 21,975 | +76.3% | 0.54% | +65.0% |
| Q2 2022 | $1,110,000 | -25.7% | 12,463 | -14.6% | 0.33% | -13.9% |
| Q1 2022 | $1,493,000 | -26.0% | 14,586 | -24.4% | 0.38% | -20.3% |
| Q4 2021 | $2,017,000 | +5.0% | 19,304 | +1.2% | 0.48% | -3.8% |
| Q3 2021 | $1,921,000 | -2.7% | 19,077 | +1.9% | 0.50% | -5.1% |
| Q2 2021 | $1,974,000 | +20.3% | 18,721 | +14.9% | 0.52% | +7.6% |
| Q1 2021 | $1,641,000 | -0.8% | 16,289 | -19.9% | 0.49% | -10.9% |
| Q4 2020 | $1,654,000 | +34.8% | 20,341 | +102.9% | 0.55% | +7.2% |
| Q3 2020 | $1,227,000 | +0.2% | 10,023 | -1.5% | 0.51% | -5.7% |
| Q2 2020 | $1,225,000 | +12.1% | 10,175 | -7.0% | 0.54% | -1.5% |
| Q1 2020 | $1,093,000 | -59.6% | 10,941 | -34.9% | 0.55% | -50.1% |
| Q4 2019 | $2,703,000 | +10.3% | 16,811 | +3.0% | 1.10% | +7.3% |
| Q3 2019 | $2,451,000 | +7.1% | 16,319 | +6.0% | 1.03% | -0.3% |
| Q2 2019 | $2,288,000 | -4.5% | 15,394 | -5.2% | 1.03% | -10.7% |
| Q1 2019 | $2,397,000 | +17.0% | 16,246 | +4.5% | 1.15% | -0.4% |
| Q4 2018 | $2,049,000 | -21.6% | 15,543 | -0.8% | 1.16% | -11.3% |
| Q3 2018 | $2,615,000 | -28.2% | 15,666 | -29.8% | 1.30% | -32.9% |
| Q2 2018 | $3,642,000 | +6.3% | 22,306 | -1.8% | 1.94% | +5.3% |
| Q1 2018 | $3,425,000 | -3.6% | 22,704 | -1.9% | 1.85% | +0.1% |
| Q4 2017 | $3,552,000 | +5.5% | 23,132 | +1.9% | 1.84% | -0.8% |
| Q3 2017 | $3,366,000 | -8.6% | 22,698 | -13.8% | 1.86% | -15.6% |
| Q2 2017 | $3,683,000 | +4.1% | 26,342 | +3.3% | 2.20% | -5.9% |
| Q1 2017 | $3,537,000 | +46.0% | 25,512 | +47.5% | 2.34% | +34.4% |
| Q4 2016 | $2,422,000 | +77.3% | 17,302 | +58.1% | 1.74% | +56.6% |
| Q3 2016 | $1,366,000 | +46.3% | 10,941 | +36.9% | 1.11% | +36.2% |
| Q2 2016 | $934,000 | -3.6% | 7,991 | -6.5% | 0.82% | -30.1% |
| Q1 2016 | $969,000 | -18.2% | 8,547 | -22.0% | 1.17% | -22.9% |
| Q4 2015 | $1,185,000 | +15.2% | 10,955 | +11.5% | 1.52% | +5.2% |
| Q3 2015 | $1,029,000 | +13.1% | 9,821 | +27.1% | 1.44% | +18.1% |
| Q2 2015 | $910,000 | -10.4% | 7,724 | -9.6% | 1.22% | -3.9% |
| Q1 2015 | $1,016,000 | – | 8,547 | – | 1.27% | – |
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% |