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 | $8,718,667 | -15.9% | 97,721 | -11.7% | 0.05% | -15.3% |
| Q2 2023 | $10,361,909 | 0.0% | 110,716 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $10,361,909 | -2.1% | 110,716 | -4.4% | 0.06% | -4.8% |
| Q4 2022 | $10,580,089 | +37.9% | 115,870 | +24.4% | 0.06% | +29.2% |
| Q3 2022 | $7,675,000 | -12.8% | 93,106 | -5.8% | 0.05% | -7.7% |
| Q2 2022 | $8,797,000 | -6.9% | 98,828 | +7.1% | 0.05% | +13.0% |
| Q1 2022 | $9,449,000 | -4.7% | 92,288 | -2.7% | 0.05% | -2.1% |
| Q4 2021 | $9,910,000 | +0.3% | 94,852 | -3.4% | 0.05% | -7.8% |
| Q3 2021 | $9,884,000 | -7.8% | 98,188 | -3.4% | 0.05% | -7.3% |
| Q2 2021 | $10,719,000 | +11.5% | 101,677 | +6.5% | 0.06% | +5.8% |
| Q1 2021 | $9,615,000 | +60.9% | 95,455 | +29.8% | 0.05% | +57.6% |
| Q4 2020 | $5,976,000 | +84.8% | 73,515 | +178.3% | 0.03% | +73.7% |
| Q3 2020 | $3,233,000 | +29.1% | 26,419 | +26.9% | 0.02% | +26.7% |
| Q2 2020 | $2,504,000 | -25.4% | 20,814 | -0.3% | 0.02% | 0.0% |
| Q1 2020 | $3,355,000 | 0.0% | 20,871 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $3,355,000 | +1.9% | 20,871 | -4.8% | 0.02% | 0.0% |
| Q3 2019 | $3,292,000 | +3.6% | 21,921 | +2.5% | 0.02% | +7.1% |
| Q2 2019 | $3,177,000 | -26.9% | 21,380 | -27.5% | 0.01% | -30.0% |
| Q1 2019 | $4,349,000 | +11.1% | 29,482 | -0.7% | 0.02% | +5.3% |
| Q4 2018 | $3,915,000 | +3.2% | 29,700 | +30.7% | 0.02% | +26.7% |
| Q3 2018 | $3,793,000 | +35.0% | 22,725 | +24.2% | 0.02% | +25.0% |
| Q1 2018 | $2,810,000 | 0.0% | 18,303 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $2,810,000 | +72.1% | 18,303 | +66.2% | 0.01% | +71.4% |
| Q3 2017 | $1,633,000 | +6.8% | 11,011 | -0.2% | 0.01% | 0.0% |
| Q2 2017 | $1,529,000 | 0.0% | 11,029 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $1,529,000 | -2.7% | 11,029 | -1.8% | 0.01% | -22.2% |
| Q4 2016 | $1,572,000 | +57.8% | 11,229 | +40.6% | 0.01% | +50.0% |
| Q3 2016 | $996,000 | +12.5% | 7,985 | +5.4% | 0.01% | +20.0% |
| Q2 2016 | $885,000 | +2.4% | 7,576 | -0.7% | 0.01% | -16.7% |
| Q1 2016 | $864,000 | +3.1% | 7,626 | -1.7% | 0.01% | 0.0% |
| Q4 2015 | $838,000 | +2.4% | 7,755 | -0.7% | 0.01% | 0.0% |
| Q3 2015 | $818,000 | -15.8% | 7,808 | -5.4% | 0.01% | -14.3% |
| Q2 2015 | $971,000 | -1.8% | 8,253 | -0.8% | 0.01% | 0.0% |
| Q1 2015 | $989,000 | +4.4% | 8,321 | +3.6% | 0.01% | 0.0% |
| Q4 2014 | $947,000 | +10.5% | 8,032 | +0.5% | 0.01% | -12.5% |
| Q3 2014 | $857,000 | -7.0% | 7,993 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $922,000 | +3.6% | 7,993 | +1.9% | 0.01% | 0.0% |
| Q1 2014 | $890,000 | +0.8% | 7,845 | -1.3% | 0.01% | -11.1% |
| Q4 2013 | $883,000 | +2.3% | 7,945 | -5.9% | 0.01% | -10.0% |
| Q3 2013 | $863,000 | +17.7% | 8,445 | +7.6% | 0.01% | +11.1% |
| Q2 2013 | $733,000 | – | 7,845 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 292,393 | $26,087 | 14.28% |
| Cosner Financial Group, LLC | 103,871 | $9,267,355 | 8.17% |
| Forbes Financial Planning, Inc. | 79,981 | $7,135,913 | 7.65% |
| Pensionmark Financial Group, LLC | 329,889 | $29,604,803 | 5.86% |
| Probity Advisors, Inc. | 275,750 | $24,602,454 | 5.67% |
| ETFIDEA, LLC | 127,397 | $11,366,319 | 4.83% |
| Sterling Financial Planning, Inc. | 86,386 | $7,707,379 | 3.95% |
| LTG Capital LLC | 38,661 | $3,449,335 | 3.64% |
| SOUTHERN CAPITAL ADVISORS, LLC | 47,835 | $4,267,806 | 3.55% |
| Ellis Investment Partners, LLC | 152,196 | $13,578,933 | 3.49% |