ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,841,524 | -17.6% | 99,098 | -12.2% | 0.04% | -12.8% |
| Q2 2023 | $10,734,044 | +2.6% | 112,883 | +1.0% | 0.05% | -4.1% |
| Q1 2023 | $10,462,052 | +6.3% | 111,786 | +3.7% | 0.05% | +4.3% |
| Q4 2022 | $9,846,140 | +11.4% | 107,832 | +0.6% | 0.05% | +2.2% |
| Q3 2022 | $8,839,000 | +3.9% | 107,208 | +12.2% | 0.05% | +12.2% |
| Q2 2022 | $8,509,000 | -6.9% | 95,575 | +7.1% | 0.04% | +10.8% |
| Q1 2022 | $9,135,000 | +12.9% | 89,218 | +15.2% | 0.04% | +19.4% |
| Q4 2021 | $8,090,000 | +24.3% | 77,424 | +19.8% | 0.03% | +10.7% |
| Q3 2021 | $6,508,000 | -9.9% | 64,642 | -5.7% | 0.03% | -12.5% |
| Q2 2021 | $7,227,000 | +11.5% | 68,545 | +6.5% | 0.03% | +6.7% |
| Q1 2021 | $6,484,000 | +30.5% | 64,366 | +5.3% | 0.03% | +25.0% |
| Q4 2020 | $4,969,000 | +25.7% | 61,107 | +89.2% | 0.02% | +9.1% |
| Q3 2020 | $3,953,000 | -4.2% | 32,294 | -5.8% | 0.02% | -12.0% |
| Q2 2020 | $4,125,000 | -20.8% | 34,270 | -34.3% | 0.02% | -32.4% |
| Q1 2020 | $5,211,000 | -42.4% | 52,141 | -7.3% | 0.04% | -26.0% |
| Q4 2019 | $9,049,000 | +5.8% | 56,274 | -1.2% | 0.05% | -2.0% |
| Q3 2019 | $8,553,000 | +5.6% | 56,945 | +4.5% | 0.05% | +4.1% |
| Q2 2019 | $8,096,000 | +3.4% | 54,475 | +2.7% | 0.05% | -2.0% |
| Q1 2019 | $7,827,000 | +25.3% | 53,053 | +12.0% | 0.05% | +11.1% |
| Q4 2018 | $6,248,000 | +8.1% | 47,386 | +36.9% | 0.04% | +21.6% |
| Q3 2018 | $5,778,000 | -0.7% | 34,614 | -2.9% | 0.04% | -5.1% |
| Q2 2018 | $5,819,000 | +8.7% | 35,642 | +0.4% | 0.04% | +8.3% |
| Q1 2018 | $5,353,000 | -7.5% | 35,487 | -5.8% | 0.04% | -7.7% |
| Q4 2017 | $5,788,000 | +0.9% | 37,687 | -2.6% | 0.04% | -4.9% |
| Q3 2017 | $5,736,000 | -9.1% | 38,678 | -14.3% | 0.04% | -10.9% |
| Q2 2017 | $6,313,000 | -9.8% | 45,149 | -10.6% | 0.05% | -13.2% |
| Q1 2017 | $6,999,000 | -3.5% | 50,481 | -2.6% | 0.05% | -10.2% |
| Q4 2016 | $7,255,000 | +27.2% | 51,819 | +13.4% | 0.06% | +25.5% |
| Q3 2016 | $5,704,000 | +20.7% | 45,702 | +12.9% | 0.05% | +17.5% |
| Q2 2016 | $4,727,000 | +2.6% | 40,464 | -0.5% | 0.04% | 0.0% |
| Q1 2016 | $4,607,000 | +14.0% | 40,656 | +8.8% | 0.04% | +14.3% |
| Q4 2015 | $4,042,000 | -3.9% | 37,367 | -6.9% | 0.04% | -10.3% |
| Q3 2015 | $4,205,000 | -9.2% | 40,128 | +2.0% | 0.04% | -2.5% |
| Q2 2015 | $4,633,000 | -4.9% | 39,341 | -4.0% | 0.04% | -4.8% |
| Q1 2015 | $4,874,000 | -0.8% | 40,988 | -1.6% | 0.04% | 0.0% |
| Q4 2014 | $4,915,000 | +4.0% | 41,675 | -5.4% | 0.04% | -2.3% |
| Q3 2014 | $4,725,000 | -9.8% | 44,035 | -3.0% | 0.04% | -8.5% |
| Q2 2014 | $5,238,000 | +8.5% | 45,374 | +6.6% | 0.05% | +4.4% |
| Q1 2014 | $4,828,000 | -1.9% | 42,558 | -3.8% | 0.04% | -6.2% |
| Q4 2013 | $4,922,000 | +33.9% | 44,239 | +23.0% | 0.05% | +26.3% |
| Q3 2013 | $3,677,000 | +23.6% | 35,975 | +13.0% | 0.04% | +18.8% |
| Q2 2013 | $2,975,000 | – | 31,842 | – | 0.03% | – |
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% |