ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,596,414 | -6.8% | 17,893 | -0.7% | 0.00% | 0.0% |
| Q2 2023 | $1,713,046 | -5.2% | 18,015 | -6.7% | 0.00% | 0.0% |
| Q1 2023 | $1,807,316 | +10.5% | 19,311 | +7.8% | 0.00% | 0.0% |
| Q4 2022 | $1,636,002 | +10.4% | 17,917 | -0.3% | 0.00% | 0.0% |
| Q3 2022 | $1,482,000 | -8.0% | 17,970 | -0.7% | 0.00% | 0.0% |
| Q2 2022 | $1,611,000 | -11.8% | 18,102 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $1,827,000 | -8.6% | 17,847 | -6.7% | 0.00% | 0.0% |
| Q4 2021 | $1,998,000 | +5.9% | 19,127 | +2.0% | 0.00% | 0.0% |
| Q3 2021 | $1,887,000 | -32.8% | 18,745 | -29.6% | 0.00% | -50.0% |
| Q2 2021 | $2,806,000 | +6.1% | 26,616 | +1.4% | 0.00% | 0.0% |
| Q1 2021 | $2,644,000 | +13.0% | 26,244 | -8.8% | 0.00% | +100.0% |
| Q4 2020 | $2,339,000 | +21.8% | 28,764 | +83.3% | 0.00% | 0.0% |
| Q3 2020 | $1,921,000 | -15.4% | 15,691 | -16.8% | 0.00% | -50.0% |
| Q2 2020 | $2,271,000 | +40.0% | 18,861 | +16.3% | 0.00% | +100.0% |
| Q1 2020 | $1,622,000 | -46.4% | 16,224 | -13.7% | 0.00% | -50.0% |
| Q4 2019 | $3,024,000 | -20.3% | 18,810 | -25.5% | 0.00% | -33.3% |
| Q3 2019 | $3,794,000 | -13.7% | 25,258 | -14.6% | 0.00% | -25.0% |
| Q2 2019 | $4,397,000 | -2.3% | 29,584 | -3.0% | 0.00% | 0.0% |
| Q1 2019 | $4,499,000 | -21.7% | 30,498 | -30.0% | 0.00% | -33.3% |
| Q4 2018 | $5,748,000 | -60.6% | 43,591 | -50.1% | 0.01% | -53.8% |
| Q3 2018 | $14,571,000 | +21.9% | 87,287 | +19.3% | 0.01% | +18.2% |
| Q2 2018 | $11,950,000 | +6.2% | 73,193 | -1.8% | 0.01% | +22.2% |
| Q1 2018 | $11,249,000 | +4.1% | 74,503 | +5.9% | 0.01% | 0.0% |
| Q4 2017 | $10,809,000 | -29.7% | 70,385 | -32.1% | 0.01% | -30.8% |
| Q3 2017 | $15,368,000 | +64.2% | 103,625 | +54.8% | 0.01% | +62.5% |
| Q2 2017 | $9,361,000 | +1.5% | 66,952 | +0.7% | 0.01% | 0.0% |
| Q1 2017 | $9,219,000 | +1.9% | 66,491 | +2.9% | 0.01% | 0.0% |
| Q4 2016 | $9,045,000 | -38.9% | 64,598 | -45.5% | 0.01% | -42.9% |
| Q3 2016 | $14,794,000 | +12.1% | 118,533 | +4.9% | 0.01% | +7.7% |
| Q2 2016 | $13,198,000 | +1.9% | 112,971 | -1.2% | 0.01% | -13.3% |
| Q1 2016 | $12,954,000 | -44.5% | 114,314 | -47.0% | 0.02% | -34.8% |
| Q4 2015 | $23,348,000 | +2.2% | 215,867 | -1.0% | 0.02% | +9.5% |
| Q3 2015 | $22,848,000 | -26.8% | 218,041 | -17.7% | 0.02% | -25.0% |
| Q2 2015 | $31,202,000 | -28.1% | 264,960 | -27.4% | 0.03% | -33.3% |
| Q1 2015 | $43,414,000 | +0.8% | 365,096 | -0.0% | 0.04% | +10.5% |
| Q4 2014 | $43,076,000 | +53.0% | 365,235 | +39.1% | 0.04% | +52.0% |
| Q3 2014 | $28,163,000 | -7.1% | 262,545 | +0.0% | 0.02% | -13.8% |
| Q2 2014 | $30,305,000 | +1.7% | 262,470 | -0.1% | 0.03% | -3.3% |
| Q1 2014 | $29,805,000 | +2.6% | 262,733 | +0.8% | 0.03% | +15.4% |
| Q4 2013 | $29,055,000 | +9.8% | 260,775 | +0.7% | 0.03% | +4.0% |
| Q3 2013 | $26,470,000 | -8.0% | 258,963 | -15.9% | 0.02% | -10.7% |
| Q2 2013 | $28,786,000 | – | 308,067 | – | 0.03% | – |
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% |