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 | $966,610 | -6.2% | 10,834 | 0.0% | 0.19% | -1.6% |
| Q2 2023 | $1,030,206 | +1.6% | 10,834 | 0.0% | 0.19% | -3.6% |
| Q1 2023 | $1,013,955 | +2.5% | 10,834 | 0.0% | 0.20% | +9.4% |
| Q4 2022 | $989,253 | +10.5% | 10,834 | -0.2% | 0.18% | -3.2% |
| Q3 2022 | $895,000 | -7.3% | 10,852 | 0.0% | 0.19% | +2.2% |
| Q2 2022 | $966,000 | -13.1% | 10,852 | 0.0% | 0.18% | +2.8% |
| Q1 2022 | $1,111,000 | -2.0% | 10,852 | 0.0% | 0.18% | +1.1% |
| Q4 2021 | $1,134,000 | +3.8% | 10,852 | 0.0% | 0.18% | -2.8% |
| Q3 2021 | $1,092,000 | -4.5% | 10,852 | 0.0% | 0.18% | -3.7% |
| Q2 2021 | $1,144,000 | +3.0% | 10,852 | -1.6% | 0.19% | +1.1% |
| Q1 2021 | $1,111,000 | +24.0% | 11,024 | 0.0% | 0.18% | +16.4% |
| Q4 2020 | $896,000 | +32.2% | 11,024 | +99.1% | 0.16% | +25.2% |
| Q3 2020 | $678,000 | +1.8% | 5,537 | 0.0% | 0.13% | -5.9% |
| Q2 2020 | $666,000 | +7.8% | 5,537 | -10.4% | 0.14% | -6.2% |
| Q1 2020 | $618,000 | -38.3% | 6,182 | -0.7% | 0.14% | -17.7% |
| Q4 2019 | $1,001,000 | +5.7% | 6,223 | -1.3% | 0.18% | +1.2% |
| Q3 2019 | $947,000 | -2.2% | 6,305 | -3.2% | 0.17% | -2.3% |
| Q2 2019 | $968,000 | -9.1% | 6,515 | -9.7% | 0.18% | -9.2% |
| Q1 2019 | $1,065,000 | +8.8% | 7,215 | -2.9% | 0.20% | -4.4% |
| Q4 2018 | $979,000 | -27.1% | 7,428 | -7.7% | 0.20% | -10.9% |
| Q3 2018 | $1,343,000 | +1.4% | 8,047 | -0.8% | 0.23% | -2.6% |
| Q2 2018 | $1,324,000 | -43.3% | 8,111 | -46.7% | 0.24% | -43.6% |
| Q4 2017 | $2,336,000 | -0.3% | 15,211 | -3.7% | 0.42% | -4.4% |
| Q3 2017 | $2,342,000 | -0.1% | 15,794 | -5.8% | 0.44% | -2.7% |
| Q2 2017 | $2,345,000 | -4.0% | 16,769 | -4.8% | 0.45% | -5.5% |
| Q1 2017 | $2,443,000 | -4.7% | 17,623 | -3.8% | 0.47% | -10.4% |
| Q4 2016 | $2,564,000 | +7.0% | 18,312 | -4.7% | 0.53% | +3.1% |
| Q3 2016 | $2,397,000 | +5.0% | 19,208 | -1.7% | 0.51% | +3.2% |
| Q2 2016 | $2,282,000 | -1.8% | 19,533 | -4.7% | 0.50% | -3.1% |
| Q1 2016 | $2,323,000 | -1.1% | 20,502 | -5.6% | 0.51% | -6.0% |
| Q4 2015 | $2,348,000 | -4.7% | 21,713 | -7.7% | 0.55% | -9.8% |
| Q3 2015 | $2,465,000 | -25.8% | 23,528 | -16.6% | 0.60% | -13.7% |
| Q2 2015 | $3,323,000 | -3.6% | 28,221 | -2.7% | 0.70% | -10.4% |
| Q1 2015 | $3,448,000 | -0.5% | 28,997 | -1.3% | 0.78% | +5.1% |
| Q4 2014 | $3,464,000 | +7.9% | 29,369 | -1.8% | 0.74% | -5.7% |
| Q3 2014 | $3,210,000 | -13.1% | 29,920 | -6.5% | 0.79% | -13.6% |
| Q2 2014 | $3,695,000 | +9.0% | 32,006 | +7.2% | 0.91% | -8.0% |
| Q1 2014 | $3,389,000 | +1.0% | 29,868 | -2.4% | 0.99% | -3.0% |
| Q4 2013 | $3,356,000 | – | 30,606 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |