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 | $9,097,629 | +89118.7% | 101,968 | -4.9% | 0.40% | -5.9% |
| Q2 2023 | $10,197 | -11.0% | 107,234 | -12.4% | 0.42% | -16.0% |
| Q1 2023 | $11,455 | +4.7% | 122,400 | +2.1% | 0.51% | +1.8% |
| Q4 2022 | $10,944 | -99.9% | 119,857 | -6.0% | 0.50% | -3.1% |
| Q3 2022 | $10,508,000 | -7.6% | 127,449 | -0.3% | 0.51% | -1.9% |
| Q2 2022 | $11,376,000 | -45.1% | 127,777 | -36.8% | 0.52% | -35.4% |
| Q1 2022 | $20,710,000 | -0.7% | 202,265 | +1.4% | 0.81% | +7.9% |
| Q4 2021 | $20,850,000 | +5.5% | 199,541 | +1.7% | 0.75% | -1.7% |
| Q3 2021 | $19,761,000 | +6.4% | 196,298 | +11.4% | 0.76% | +7.6% |
| Q2 2021 | $18,580,000 | +7.0% | 176,233 | +2.3% | 0.71% | +2.3% |
| Q1 2021 | $17,360,000 | +26.4% | 172,322 | +2.0% | 0.69% | +20.1% |
| Q4 2020 | $13,735,000 | +43.4% | 168,918 | +115.8% | 0.58% | +30.0% |
| Q3 2020 | $9,581,000 | +14.4% | 78,264 | +12.5% | 0.44% | +7.8% |
| Q2 2020 | $8,377,000 | +3908.1% | 69,597 | +5261.9% | 0.41% | +3645.5% |
| Q4 2019 | $209,000 | – | 1,298 | – | 0.01% | – |
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% |