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 | $10,162,337 | -7.0% | 113,902 | -0.9% | 0.02% | -5.6% |
| Q2 2023 | $10,924,795 | +0.6% | 114,889 | -1.0% | 0.02% | 0.0% |
| Q1 2023 | $10,861,120 | +5.4% | 116,050 | +2.9% | 0.02% | 0.0% |
| Q4 2022 | $10,301,594 | +77.8% | 112,820 | +60.6% | 0.02% | +50.0% |
| Q3 2022 | $5,793,000 | -6.2% | 70,251 | +1.3% | 0.01% | 0.0% |
| Q2 2022 | $6,176,000 | -13.1% | 69,377 | -0.0% | 0.01% | 0.0% |
| Q1 2022 | $7,106,000 | +3.0% | 69,405 | +5.2% | 0.01% | +9.1% |
| Q4 2021 | $6,896,000 | -1.8% | 65,996 | -5.4% | 0.01% | -15.4% |
| Q3 2021 | $7,024,000 | -16.7% | 69,772 | -12.7% | 0.01% | -18.8% |
| Q2 2021 | $8,431,000 | +16.1% | 79,960 | +11.0% | 0.02% | +6.7% |
| Q1 2021 | $7,260,000 | +28.3% | 72,065 | +3.5% | 0.02% | +25.0% |
| Q4 2020 | $5,659,000 | +32.7% | 69,603 | +99.8% | 0.01% | +20.0% |
| Q3 2020 | $4,265,000 | -1.3% | 34,835 | -2.9% | 0.01% | -9.1% |
| Q2 2020 | $4,319,000 | +14.0% | 35,880 | -5.3% | 0.01% | -8.3% |
| Q1 2020 | $3,787,000 | -42.6% | 37,897 | -7.6% | 0.01% | -29.4% |
| Q4 2019 | $6,594,000 | -2.5% | 41,014 | -8.9% | 0.02% | -5.6% |
| Q3 2019 | $6,760,000 | +7.8% | 45,008 | +6.7% | 0.02% | +5.9% |
| Q2 2019 | $6,269,000 | -2.1% | 42,183 | -2.8% | 0.02% | -5.6% |
| Q1 2019 | $6,401,000 | +20.8% | 43,383 | +7.9% | 0.02% | +5.9% |
| Q4 2018 | $5,301,000 | -19.7% | 40,207 | +1.7% | 0.02% | -10.5% |
| Q3 2018 | $6,599,000 | +1.2% | 39,533 | -1.0% | 0.02% | -5.0% |
| Q2 2018 | $6,521,000 | +8.7% | 39,941 | +0.5% | 0.02% | +11.1% |
| Q1 2018 | $5,998,000 | +1.5% | 39,761 | +3.3% | 0.02% | 0.0% |
| Q4 2017 | $5,909,000 | +0.6% | 38,476 | -2.9% | 0.02% | -5.3% |
| Q3 2017 | $5,876,000 | +5.4% | 39,620 | -0.6% | 0.02% | 0.0% |
| Q2 2017 | $5,575,000 | +7.8% | 39,875 | +6.9% | 0.02% | +5.6% |
| Q1 2017 | $5,172,000 | +2.5% | 37,309 | +3.6% | 0.02% | 0.0% |
| Q4 2016 | $5,044,000 | +11.6% | 36,022 | -0.5% | 0.02% | +5.9% |
| Q3 2016 | $4,518,000 | +4.8% | 36,198 | -1.9% | 0.02% | +6.2% |
| Q2 2016 | $4,310,000 | +42.4% | 36,890 | +38.2% | 0.02% | +33.3% |
| Q1 2016 | $3,026,000 | +5.1% | 26,699 | +0.3% | 0.01% | 0.0% |
| Q4 2015 | $2,880,000 | +0.4% | 26,623 | -2.7% | 0.01% | 0.0% |
| Q3 2015 | $2,868,000 | -12.8% | 27,369 | -2.0% | 0.01% | -7.7% |
| Q2 2015 | $3,288,000 | -76.2% | 27,920 | -76.0% | 0.01% | -75.5% |
| Q1 2015 | $13,839,000 | -0.1% | 116,387 | -0.9% | 0.05% | -1.9% |
| Q4 2014 | $13,857,000 | +57.2% | 117,490 | +43.0% | 0.05% | +50.0% |
| Q3 2014 | $8,813,000 | -1.3% | 82,144 | +6.2% | 0.04% | 0.0% |
| Q2 2014 | $8,931,000 | -11.0% | 77,372 | -12.5% | 0.04% | -12.2% |
| Q1 2014 | $10,033,000 | +17.4% | 88,436 | +15.1% | 0.04% | +17.1% |
| Q4 2013 | $8,547,000 | +11.6% | 76,825 | +2.6% | 0.04% | +2.9% |
| Q3 2013 | $7,657,000 | -16.1% | 74,908 | -23.3% | 0.03% | -19.0% |
| Q2 2013 | $9,131,000 | – | 97,723 | – | 0.04% | – |
Download | ||||||
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% |