ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,459,363 | +3.6% | 27,565 | +10.4% | 0.20% | +9.1% |
| Q2 2023 | $2,373,460 | +61.0% | 24,960 | +58.4% | 0.19% | +14.7% |
| Q1 2023 | $1,474,524 | +9.1% | 15,755 | +6.4% | 0.16% | +4.5% |
| Q4 2022 | $1,351,858 | +18.4% | 14,805 | +6.9% | 0.16% | +10.6% |
| Q3 2022 | $1,142,000 | -2.5% | 13,855 | +5.3% | 0.14% | +2.9% |
| Q2 2022 | $1,171,000 | -13.1% | 13,155 | 0.0% | 0.14% | +1.5% |
| Q1 2022 | $1,347,000 | +3.9% | 13,155 | +6.0% | 0.14% | +11.6% |
| Q4 2021 | $1,297,000 | +4.9% | 12,415 | +1.1% | 0.12% | +2.5% |
| Q3 2021 | $1,236,000 | -4.6% | 12,280 | 0.0% | 0.12% | -4.1% |
| Q2 2021 | $1,295,000 | +4.4% | 12,280 | -0.2% | 0.12% | -1.6% |
| Q1 2021 | $1,240,000 | +21.6% | 12,304 | -2.0% | 0.12% | +12.6% |
| Q4 2020 | $1,020,000 | +24.1% | 12,549 | +1.1% | 0.11% | +13.3% |
| Q3 2020 | $822,000 | +11.8% | 12,413 | +100.3% | 0.10% | +3.2% |
| Q2 2020 | $735,000 | +17.6% | 6,196 | +0.2% | 0.10% | +2.2% |
| Q1 2020 | $625,000 | -36.2% | 6,185 | +0.2% | 0.09% | -19.1% |
| Q4 2019 | $980,000 | +9.0% | 6,172 | 0.0% | 0.12% | -1.7% |
| Q3 2019 | $899,000 | -0.9% | 6,172 | +1.1% | 0.12% | +0.9% |
| Q2 2019 | $907,000 | +0.8% | 6,102 | 0.0% | 0.12% | -0.9% |
| Q1 2019 | $900,000 | +11.8% | 6,102 | 0.0% | 0.12% | -0.8% |
| Q4 2018 | $805,000 | -21.0% | 6,102 | 0.0% | 0.12% | -5.6% |
| Q3 2018 | $1,019,000 | +2.3% | 6,102 | 0.0% | 0.12% | -2.3% |
| Q2 2018 | $996,000 | +8.3% | 6,102 | 0.0% | 0.13% | +5.8% |
| Q1 2018 | $920,000 | -3.3% | 6,102 | -1.5% | 0.12% | -0.8% |
| Q4 2017 | $951,000 | -4.9% | 6,192 | -8.2% | 0.12% | -12.9% |
| Q3 2017 | $1,000,000 | +3.0% | 6,744 | -2.9% | 0.14% | -15.7% |
| Q2 2017 | $971,000 | -4.4% | 6,947 | -5.2% | 0.17% | -7.3% |
| Q1 2017 | $1,016,000 | -1.0% | 7,330 | 0.0% | 0.18% | -8.7% |
| Q4 2016 | $1,026,000 | +12.1% | 7,330 | 0.0% | 0.20% | +8.3% |
| Q3 2016 | $915,000 | +3.6% | 7,330 | -3.1% | 0.18% | +2.8% |
| Q2 2016 | $883,000 | +2.4% | 7,562 | -0.6% | 0.18% | -2.2% |
| Q1 2016 | $862,000 | +4.7% | 7,609 | 0.0% | 0.18% | +1.7% |
| Q4 2015 | $823,000 | +3.3% | 7,609 | 0.0% | 0.18% | +0.6% |
| Q3 2015 | $797,000 | -10.9% | 7,609 | +0.2% | 0.18% | -2.2% |
| Q2 2015 | $895,000 | -7.9% | 7,596 | -7.1% | 0.18% | -6.2% |
| Q1 2015 | $972,000 | +0.8% | 8,173 | 0.0% | 0.19% | -1.0% |
| Q4 2014 | $964,000 | +9.9% | 8,173 | 0.0% | 0.19% | +9.6% |
| Q3 2014 | $877,000 | -6.9% | 8,173 | +0.1% | 0.18% | -4.8% |
| Q2 2014 | $942,000 | +1.7% | 8,164 | 0.0% | 0.19% | -2.6% |
| Q1 2014 | $926,000 | +2.2% | 8,164 | +0.2% | 0.19% | -1.0% |
| Q4 2013 | $906,000 | +8.8% | 8,147 | 0.0% | 0.19% | +1.0% |
| Q3 2013 | $833,000 | +5.7% | 8,147 | -3.4% | 0.19% | -2.6% |
| Q2 2013 | $788,000 | – | 8,432 | – | 0.20% | – |
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% |