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 | $843,664 | -5.3% | 9,456 | +0.9% | 0.02% | -5.6% |
| Q2 2023 | $891,204 | -20.7% | 9,373 | -22.0% | 0.02% | -25.0% |
| Q1 2023 | $1,124,545 | +4.2% | 12,016 | +1.7% | 0.02% | 0.0% |
| Q4 2022 | $1,079,258 | +29.9% | 11,820 | +17.2% | 0.02% | +20.0% |
| Q3 2022 | $831,000 | -6.0% | 10,087 | +1.6% | 0.02% | -4.8% |
| Q2 2022 | $884,000 | -6.6% | 9,930 | +7.4% | 0.02% | +5.0% |
| Q1 2022 | $946,000 | +6.2% | 9,243 | +8.4% | 0.02% | +11.1% |
| Q4 2021 | $891,000 | -18.9% | 8,527 | -21.9% | 0.02% | -25.0% |
| Q3 2021 | $1,099,000 | -17.1% | 10,922 | -13.1% | 0.02% | -14.3% |
| Q2 2021 | $1,325,000 | +39.3% | 12,564 | +33.1% | 0.03% | +21.7% |
| Q1 2021 | $951,000 | +32.5% | 9,443 | +6.9% | 0.02% | +21.1% |
| Q4 2020 | $718,000 | +36.8% | 8,831 | +105.9% | 0.02% | +18.8% |
| Q3 2020 | $525,000 | -7.1% | 4,288 | -8.6% | 0.02% | -11.1% |
| Q2 2020 | $565,000 | +12.5% | 4,690 | -6.6% | 0.02% | -5.3% |
| Q1 2020 | $502,000 | -37.7% | 5,024 | +0.2% | 0.02% | -26.9% |
| Q4 2019 | $806,000 | +50.1% | 5,013 | +40.2% | 0.03% | +30.0% |
| Q3 2019 | $537,000 | +32.3% | 3,575 | +30.8% | 0.02% | +25.0% |
| Q2 2019 | $406,000 | -85.7% | 2,734 | -83.9% | 0.02% | -83.3% |
| Q3 2018 | $2,838,000 | +29.8% | 17,001 | +27.0% | 0.10% | +20.0% |
| Q2 2018 | $2,186,000 | +285.5% | 13,388 | +256.3% | 0.08% | +281.0% |
| Q1 2018 | $567,000 | -43.4% | 3,758 | -42.4% | 0.02% | -30.0% |
| Q4 2017 | $1,002,000 | +100.0% | 6,526 | +93.0% | 0.03% | +42.9% |
| Q3 2017 | $501,000 | – | 3,382 | – | 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% |