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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $537 | -99.9% | 5,878 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $485,000 | -7.3% | 5,878 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $523,000 | -11.7% | 5,878 | +1.7% | 0.01% | +7.7% |
| Q1 2022 | $592,000 | -2.0% | 5,778 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $604,000 | +2.9% | 5,778 | -0.8% | 0.01% | -7.1% |
| Q3 2021 | $587,000 | -11.9% | 5,826 | -7.8% | 0.01% | -12.5% |
| Q2 2021 | $666,000 | +4.7% | 6,321 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $636,000 | +24.0% | 6,312 | 0.0% | 0.02% | +14.3% |
| Q4 2020 | $513,000 | +32.9% | 6,312 | +100.0% | 0.01% | +16.7% |
| Q3 2020 | $386,000 | +0.8% | 3,156 | -0.8% | 0.01% | -7.7% |
| Q2 2020 | $383,000 | +20.4% | 3,181 | 0.0% | 0.01% | +8.3% |
| Q1 2020 | $318,000 | -37.9% | 3,181 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $512,000 | +0.8% | 3,181 | -5.9% | 0.02% | -5.9% |
| Q3 2019 | $508,000 | +1.2% | 3,381 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $502,000 | +0.6% | 3,381 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $499,000 | +11.9% | 3,381 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $446,000 | -18.2% | 3,381 | +3.6% | 0.02% | -5.3% |
| Q3 2018 | $545,000 | +3.6% | 3,264 | +1.2% | 0.02% | -5.0% |
| Q2 2018 | $526,000 | +8.2% | 3,224 | 0.0% | 0.02% | +11.1% |
| Q1 2018 | $486,000 | -1.8% | 3,224 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $495,000 | +3.3% | 3,224 | -0.2% | 0.02% | 0.0% |
| Q3 2017 | $479,000 | +6.2% | 3,229 | 0.0% | 0.02% | +5.9% |
| Q2 2017 | $451,000 | +0.7% | 3,229 | 0.0% | 0.02% | -5.6% |
| Q1 2017 | $448,000 | -0.9% | 3,229 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $452,000 | +12.2% | 3,229 | 0.0% | 0.02% | +5.9% |
| Q3 2016 | $403,000 | +6.9% | 3,229 | 0.0% | 0.02% | +6.2% |
| Q2 2016 | $377,000 | +4.4% | 3,229 | +1.2% | 0.02% | +6.7% |
| Q1 2016 | $361,000 | +4.6% | 3,190 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $345,000 | -4.4% | 3,190 | -7.3% | 0.02% | -6.2% |
| Q3 2015 | $361,000 | -10.9% | 3,443 | 0.0% | 0.02% | -5.9% |
| Q2 2015 | $405,000 | -1.0% | 3,443 | 0.0% | 0.02% | -5.6% |
| Q1 2015 | $409,000 | +0.7% | 3,443 | 0.0% | 0.02% | +5.9% |
| Q4 2014 | $406,000 | +9.7% | 3,443 | -0.1% | 0.02% | +6.2% |
| Q3 2014 | $370,000 | -7.0% | 3,447 | 0.0% | 0.02% | -11.1% |
| Q2 2014 | $398,000 | +0.5% | 3,447 | -2.3% | 0.02% | 0.0% |
| Q1 2014 | $396,000 | -0.3% | 3,527 | -1.1% | 0.02% | -5.3% |
| Q4 2013 | $397,000 | +5.9% | 3,567 | -2.7% | 0.02% | 0.0% |
| Q3 2013 | $375,000 | +9.3% | 3,667 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $343,000 | – | 3,667 | – | 0.02% | – |
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% |