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 | $2,519 | +15.7% | 28,237 | +23.3% | 0.05% | +20.5% |
| Q2 2023 | $2,177 | +9.2% | 22,897 | +7.6% | 0.04% | +2.6% |
| Q1 2023 | $1,994 | +0.6% | 21,288 | -1.9% | 0.04% | -2.6% |
| Q4 2022 | $1,982 | -99.7% | 21,708 | +157.3% | 0.04% | +178.6% |
| Q3 2022 | $696,000 | -7.3% | 8,438 | 0.0% | 0.01% | -17.6% |
| Q2 2022 | $751,000 | -13.1% | 8,438 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $864,000 | -2.0% | 8,438 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $882,000 | +3.5% | 8,438 | -0.3% | 0.02% | -5.6% |
| Q3 2021 | $852,000 | -4.5% | 8,463 | 0.0% | 0.02% | -14.3% |
| Q2 2021 | $892,000 | -3.6% | 8,463 | -7.8% | 0.02% | -12.5% |
| Q1 2021 | $925,000 | +20.9% | 9,183 | -2.4% | 0.02% | +4.3% |
| Q4 2020 | $765,000 | +32.4% | 9,408 | +99.2% | 0.02% | +9.5% |
| Q3 2020 | $578,000 | +1.8% | 4,724 | 0.0% | 0.02% | -4.5% |
| Q2 2020 | $568,000 | +0.9% | 4,724 | -16.2% | 0.02% | -18.5% |
| Q1 2020 | $563,000 | -36.8% | 5,638 | +1.7% | 0.03% | -25.0% |
| Q4 2019 | $891,000 | +5.3% | 5,543 | -1.6% | 0.04% | 0.0% |
| Q3 2019 | $846,000 | +0.6% | 5,632 | -0.4% | 0.04% | 0.0% |
| Q2 2019 | $841,000 | +0.7% | 5,657 | 0.0% | 0.04% | -5.3% |
| Q1 2019 | $835,000 | +11.9% | 5,657 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $746,000 | -19.6% | 5,657 | +1.8% | 0.04% | -15.6% |
| Q3 2018 | $928,000 | +2.3% | 5,557 | 0.0% | 0.04% | -4.3% |
| Q2 2018 | $907,000 | -99.9% | 5,557 | 0.0% | 0.05% | +4.4% |
| Q1 2018 | $838,218,000 | -1.8% | 5,557 | 0.0% | 0.04% | -2.2% |
| Q4 2017 | $853,388,000 | -2.6% | 5,557 | -5.9% | 0.05% | -8.0% |
| Q3 2017 | $876,067,000 | +16.3% | 5,907 | +9.6% | 0.05% | +11.1% |
| Q2 2017 | $753,490,000 | +3.4% | 5,389 | +2.6% | 0.04% | 0.0% |
| Q1 2017 | $728,467,000 | +5.9% | 5,254 | +7.0% | 0.04% | 0.0% |
| Q4 2016 | $687,729,000 | +11.7% | 4,912 | -0.4% | 0.04% | +9.8% |
| Q3 2016 | $615,563,000 | +3.7% | 4,932 | -3.0% | 0.04% | 0.0% |
| Q2 2016 | $593,730,000 | +3.8% | 5,082 | +0.6% | 0.04% | +2.5% |
| Q1 2016 | $572,266,000 | -15.3% | 5,050 | -19.1% | 0.04% | -14.9% |
| Q4 2015 | $675,459,000 | +27.5% | 6,245 | +23.5% | 0.05% | +17.5% |
| Q3 2015 | $529,923,000 | -11.0% | 5,057 | 0.0% | 0.04% | -4.8% |
| Q2 2015 | $595,512,000 | -1.0% | 5,057 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $601,328,000 | +0.8% | 5,057 | 0.0% | 0.04% | 0.0% |
| Q4 2014 | $596,423,000 | +9.9% | 5,057 | 0.0% | 0.04% | +2.4% |
| Q3 2014 | $542,566,000 | -7.1% | 5,057 | 0.0% | 0.04% | -6.8% |
| Q2 2014 | $583,730,000 | -3.0% | 5,057 | -4.7% | 0.04% | -8.3% |
| Q1 2014 | $602,079,000 | +2.0% | 5,307 | 0.0% | 0.05% | 0.0% |
| Q4 2013 | $590,457,000 | +8.8% | 5,307 | 0.0% | 0.05% | 0.0% |
| Q3 2013 | $542,482,000 | +9.4% | 5,307 | 0.0% | 0.05% | +6.7% |
| Q2 2013 | $495,886,000 | – | 5,307 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |