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 | $702,605 | -3.7% | 7,875 | +2.6% | 0.12% | -0.8% |
| Q2 2023 | $729,812 | +4.3% | 7,675 | +2.7% | 0.13% | 0.0% |
| Q1 2023 | $699,580 | +1.5% | 7,475 | -0.9% | 0.13% | -2.3% |
| Q4 2022 | $688,929 | +10.8% | 7,545 | 0.0% | 0.13% | +4.9% |
| Q3 2022 | $622,000 | -8.7% | 7,545 | -1.3% | 0.12% | -3.9% |
| Q2 2022 | $681,000 | -14.0% | 7,645 | -1.2% | 0.13% | 0.0% |
| Q1 2022 | $792,000 | +0.3% | 7,735 | 0.0% | 0.13% | -3.0% |
| Q4 2021 | $790,000 | +10.8% | 7,735 | +9.2% | 0.13% | +8.2% |
| Q3 2021 | $713,000 | -4.6% | 7,085 | 0.0% | 0.12% | -6.9% |
| Q2 2021 | $747,000 | +4.0% | 7,085 | -0.6% | 0.13% | -4.4% |
| Q1 2021 | $718,000 | +24.0% | 7,125 | 0.0% | 0.14% | +13.2% |
| Q4 2020 | $579,000 | +13.8% | 7,125 | +71.3% | 0.12% | +4.3% |
| Q3 2020 | $509,000 | +1.6% | 4,160 | 0.0% | 0.12% | -6.5% |
| Q2 2020 | $501,000 | +20.4% | 4,160 | +0.0% | 0.12% | -1.6% |
| Q1 2020 | $416,000 | -37.8% | 4,159 | -0.0% | 0.13% | -20.8% |
| Q4 2019 | $669,000 | +7.0% | 4,161 | -0.0% | 0.16% | -1.9% |
| Q3 2019 | $625,000 | +1.0% | 4,163 | 0.0% | 0.16% | -3.6% |
| Q2 2019 | $619,000 | +5.3% | 4,163 | +4.4% | 0.17% | +1.2% |
| Q1 2019 | $588,000 | +11.8% | 3,988 | 0.0% | 0.17% | -3.5% |
| Q4 2018 | $526,000 | -21.4% | 3,988 | -0.5% | 0.17% | -10.4% |
| Q3 2018 | $669,000 | +2.3% | 4,008 | 0.0% | 0.19% | -4.5% |
| Q2 2018 | $654,000 | +8.1% | 4,008 | 0.0% | 0.20% | +4.1% |
| Q1 2018 | $605,000 | -2.1% | 4,008 | -0.4% | 0.19% | -1.0% |
| Q4 2017 | $618,000 | +8.8% | 4,024 | +5.1% | 0.20% | +2.6% |
| Q3 2017 | $568,000 | +6.2% | 3,829 | 0.0% | 0.19% | +0.5% |
| Q2 2017 | $535,000 | +0.8% | 3,829 | 0.0% | 0.19% | -5.0% |
| Q1 2017 | $531,000 | -0.9% | 3,829 | 0.0% | 0.20% | -4.3% |
| Q4 2016 | $536,000 | +12.1% | 3,829 | +0.0% | 0.21% | +0.5% |
| Q3 2016 | $478,000 | +6.9% | 3,828 | 0.0% | 0.21% | +4.0% |
| Q2 2016 | $447,000 | +3.0% | 3,828 | 0.0% | 0.20% | -8.3% |
| Q1 2016 | $434,000 | +4.8% | 3,828 | 0.0% | 0.22% | +1.9% |
| Q4 2015 | $414,000 | +3.2% | 3,828 | -0.0% | 0.21% | -2.7% |
| Q3 2015 | $401,000 | -11.1% | 3,829 | 0.0% | 0.22% | -4.8% |
| Q2 2015 | $451,000 | -0.9% | 3,829 | 0.0% | 0.23% | -0.9% |
| Q1 2015 | $455,000 | +0.7% | 3,829 | 0.0% | 0.23% | -2.1% |
| Q4 2014 | $452,000 | +10.0% | 3,829 | -0.0% | 0.24% | +3.9% |
| Q3 2014 | $411,000 | +38.9% | 3,830 | +41.6% | 0.23% | +34.1% |
| Q2 2014 | $296,000 | -3.6% | 2,705 | 0.0% | 0.17% | -9.1% |
| Q1 2014 | $307,000 | +2.0% | 2,705 | 0.0% | 0.19% | -1.1% |
| Q4 2013 | $301,000 | – | 2,705 | – | 0.19% | – |
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% |