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 | $1,942,676 | -8.0% | 21,774 | -2.0% | 0.02% | -5.0% |
| Q2 2023 | $2,111,950 | +59.8% | 22,210 | +57.3% | 0.02% | +53.8% |
| Q1 2023 | $1,321,866 | +5.5% | 14,124 | +2.9% | 0.01% | 0.0% |
| Q4 2022 | $1,253,141 | -17.2% | 13,724 | -25.2% | 0.01% | -23.5% |
| Q3 2022 | $1,514,000 | +6.2% | 18,353 | +14.5% | 0.02% | +13.3% |
| Q2 2022 | $1,426,000 | -11.9% | 16,024 | +1.4% | 0.02% | 0.0% |
| Q1 2022 | $1,618,000 | -1.0% | 15,799 | +1.0% | 0.02% | 0.0% |
| Q4 2021 | $1,635,000 | +17.5% | 15,650 | +13.2% | 0.02% | +7.1% |
| Q3 2021 | $1,391,000 | +5.2% | 13,828 | +10.3% | 0.01% | +7.7% |
| Q2 2021 | $1,322,000 | +50.4% | 12,538 | +43.7% | 0.01% | +18.2% |
| Q1 2021 | $879,000 | +20.2% | 8,728 | -2.9% | 0.01% | +10.0% |
| Q4 2020 | $731,000 | +43.6% | 8,988 | +116.5% | 0.01% | +42.9% |
| Q3 2020 | $509,000 | -3.6% | 4,152 | -5.2% | 0.01% | -12.5% |
| Q2 2020 | $528,000 | -27.6% | 4,380 | -39.9% | 0.01% | -42.9% |
| Q1 2020 | $729,000 | -43.9% | 7,293 | -9.7% | 0.01% | -30.0% |
| Q4 2019 | $1,300,000 | +4.1% | 8,078 | -2.9% | 0.02% | 0.0% |
| Q3 2019 | $1,249,000 | -2.7% | 8,318 | -3.7% | 0.02% | -4.8% |
| Q2 2019 | $1,284,000 | -10.0% | 8,635 | -10.6% | 0.02% | -12.5% |
| Q1 2019 | $1,426,000 | +12.5% | 9,664 | +0.5% | 0.02% | +4.3% |
| Q4 2018 | $1,267,000 | -25.2% | 9,616 | -5.2% | 0.02% | -11.5% |
| Q3 2018 | $1,694,000 | +10.1% | 10,148 | +7.8% | 0.03% | 0.0% |
| Q2 2018 | $1,538,000 | -2.0% | 9,417 | -9.5% | 0.03% | 0.0% |
| Q1 2018 | $1,570,000 | -6.9% | 10,409 | -5.3% | 0.03% | -3.7% |
| Q4 2017 | $1,687,000 | +3.4% | 10,990 | -0.1% | 0.03% | -3.6% |
| Q3 2017 | $1,632,000 | +15.1% | 11,005 | +8.5% | 0.03% | +12.0% |
| Q2 2017 | $1,418,000 | +13.6% | 10,139 | +12.7% | 0.02% | +13.6% |
| Q1 2017 | $1,248,000 | +27.5% | 8,996 | +28.6% | 0.02% | +22.2% |
| Q4 2016 | $979,000 | +55.9% | 6,996 | +39.0% | 0.02% | +50.0% |
| Q3 2016 | $628,000 | +6.1% | 5,034 | -0.7% | 0.01% | -20.0% |
| Q2 2016 | $592,000 | +0.3% | 5,071 | +2.1% | 0.02% | +7.1% |
| Q1 2016 | $590,000 | -1.8% | 4,965 | -10.7% | 0.01% | -6.7% |
| Q4 2015 | $601,000 | +20.9% | 5,563 | +17.3% | 0.02% | +15.4% |
| Q3 2015 | $497,000 | -17.9% | 4,744 | -7.6% | 0.01% | -13.3% |
| Q2 2015 | $605,000 | +2.5% | 5,136 | +3.4% | 0.02% | +7.1% |
| Q1 2015 | $590,000 | -0.2% | 4,965 | -0.9% | 0.01% | 0.0% |
| Q4 2014 | $591,000 | +28.5% | 5,011 | +16.8% | 0.01% | +55.6% |
| Q3 2014 | $460,000 | -1.7% | 4,289 | +5.8% | 0.01% | 0.0% |
| Q2 2014 | $468,000 | +99.1% | 4,055 | +95.6% | 0.01% | +80.0% |
| Q1 2014 | $235,000 | +48.7% | 2,073 | +45.7% | 0.01% | +25.0% |
| Q4 2013 | $158,000 | +11.3% | 1,423 | +2.2% | 0.00% | 0.0% |
| Q3 2013 | $142,000 | +136.7% | 1,392 | +114.2% | 0.00% | +100.0% |
| Q2 2013 | $60,000 | -48.3% | 650 | -50.0% | 0.00% | -50.0% |
| Q1 2013 | $116,000 | +157.8% | 1,300 | +135.5% | 0.00% | +100.0% |
| Q4 2012 | $45,000 | +4.7% | 552 | +0.4% | 0.00% | 0.0% |
| Q3 2012 | $43,000 | +4.9% | 550 | 0.0% | 0.00% | 0.0% |
| Q2 2012 | $41,000 | -4.7% | 550 | 0.0% | 0.00% | 0.0% |
| Q1 2012 | $43,000 | +79.2% | 550 | +57.1% | 0.00% | +100.0% |
| Q4 2011 | $24,000 | +14.3% | 350 | 0.0% | 0.00% | 0.0% |
| Q3 2011 | $21,000 | -19.2% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2011 | $26,000 | -3.7% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2011 | $27,000 | -10.0% | 350 | -16.7% | 0.00% | 0.0% |
| Q4 2010 | $30,000 | -18.9% | 420 | -29.4% | 0.00% | -50.0% |
| Q3 2010 | $37,000 | +8.8% | 595 | 0.0% | 0.00% | 0.0% |
| Q2 2010 | $34,000 | -10.5% | 595 | 0.0% | 0.00% | 0.0% |
| Q1 2010 | $38,000 | +58.3% | 595 | +41.7% | 0.00% | +100.0% |
| Q4 2009 | $24,000 | 0.0% | 420 | 0.0% | 0.00% | 0.0% |
| Q3 2009 | $24,000 | +700.0% | 420 | +500.0% | 0.00% | – |
| Q2 2009 | $3,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2009 | $3,000 | – | 70 | – | 0.00% | – |
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% |