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 | $2,044 | -6.4% | 22,906 | -0.2% | 0.01% | -14.3% |
| Q2 2023 | $2,183 | +2.6% | 22,957 | +1.0% | 0.01% | 0.0% |
| Q1 2023 | $2,127 | +2.2% | 22,730 | -0.3% | 0.01% | -12.5% |
| Q4 2022 | $2,082 | -99.9% | 22,806 | -41.5% | 0.01% | -42.9% |
| Q3 2022 | $3,216,000 | -10.6% | 39,011 | -3.4% | 0.01% | -12.5% |
| Q2 2022 | $3,596,000 | -18.5% | 40,393 | -6.3% | 0.02% | -5.9% |
| Q1 2022 | $4,413,000 | +5.0% | 43,103 | +7.2% | 0.02% | +6.2% |
| Q4 2021 | $4,202,000 | -0.7% | 40,216 | -4.3% | 0.02% | -5.9% |
| Q3 2021 | $4,231,000 | -1.1% | 42,028 | +3.6% | 0.02% | -15.0% |
| Q2 2021 | $4,276,000 | +4.0% | 40,562 | -0.6% | 0.02% | -4.8% |
| Q1 2021 | $4,110,000 | +2.0% | 40,803 | -17.7% | 0.02% | -8.7% |
| Q4 2020 | $4,031,000 | +29.0% | 49,573 | +94.2% | 0.02% | +15.0% |
| Q3 2020 | $3,125,000 | +8.8% | 25,524 | +7.0% | 0.02% | +5.3% |
| Q2 2020 | $2,872,000 | -13.1% | 23,862 | -27.9% | 0.02% | -29.6% |
| Q1 2020 | $3,306,000 | -14.4% | 33,082 | +37.7% | 0.03% | 0.0% |
| Q4 2019 | $3,864,000 | +9.0% | 24,027 | +1.8% | 0.03% | -3.6% |
| Q3 2019 | $3,544,000 | +7.6% | 23,599 | +6.4% | 0.03% | +3.7% |
| Q2 2019 | $3,295,000 | +6.3% | 22,173 | +5.5% | 0.03% | 0.0% |
| Q1 2019 | $3,101,000 | -42.0% | 21,015 | -48.2% | 0.03% | +3.8% |
| Q4 2018 | $5,348,000 | +41.0% | 40,570 | +78.6% | 0.03% | -21.2% |
| Q3 2018 | $3,792,000 | -50.9% | 22,717 | -52.0% | 0.03% | -10.8% |
| Q2 2018 | $7,726,000 | +266.3% | 47,320 | +238.4% | 0.04% | +76.2% |
| Q1 2018 | $2,109,000 | +4.3% | 13,985 | +6.2% | 0.02% | 0.0% |
| Q4 2017 | $2,023,000 | +26.8% | 13,174 | +22.5% | 0.02% | +23.5% |
| Q3 2017 | $1,595,000 | +3.2% | 10,756 | -2.7% | 0.02% | 0.0% |
| Q2 2017 | $1,546,000 | +4.4% | 11,054 | +3.5% | 0.02% | +6.2% |
| Q1 2017 | $1,481,000 | -0.4% | 10,684 | +0.6% | 0.02% | -11.1% |
| Q4 2016 | $1,487,000 | +11.1% | 10,621 | -0.9% | 0.02% | +5.9% |
| Q3 2016 | $1,338,000 | +3.9% | 10,721 | -2.7% | 0.02% | -5.6% |
| Q2 2016 | $1,288,000 | +2.5% | 11,023 | -0.5% | 0.02% | -5.3% |
| Q1 2016 | $1,256,000 | +4.0% | 11,082 | -0.8% | 0.02% | -5.0% |
| Q4 2015 | $1,208,000 | +1.5% | 11,170 | +10.7% | 0.02% | -9.1% |
| Q4 2014 | $1,190,000 | +7.9% | 10,093 | -1.9% | 0.02% | 0.0% |
| Q3 2014 | $1,103,000 | -6.4% | 10,285 | +0.8% | 0.02% | +29.4% |
| Q2 2014 | $1,178,000 | +1.2% | 10,205 | -0.5% | 0.02% | -5.6% |
| Q1 2014 | $1,164,000 | -1.7% | 10,259 | -3.6% | 0.02% | -5.3% |
| Q4 2013 | $1,184,000 | +10.0% | 10,646 | +1.1% | 0.02% | -5.0% |
| Q3 2013 | $1,076,000 | +7.6% | 10,535 | -1.6% | 0.02% | 0.0% |
| Q2 2013 | $1,000,000 | – | 10,711 | – | 0.02% | – |
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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% |