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 | $441 | -12.3% | 4,945 | -6.5% | 0.03% | 0.0% |
| Q2 2023 | $503 | +3.9% | 5,291 | +2.4% | 0.03% | -3.0% |
| Q1 2023 | $484 | -0.4% | 5,168 | -2.9% | 0.03% | -5.7% |
| Q4 2022 | $486 | -99.9% | 5,323 | -1.4% | 0.04% | -7.9% |
| Q3 2022 | $445,000 | -7.3% | 5,398 | +0.2% | 0.04% | +8.6% |
| Q2 2022 | $480,000 | -15.8% | 5,386 | -3.3% | 0.04% | -18.6% |
| Q1 2022 | $570,000 | -12.4% | 5,571 | -10.6% | 0.04% | -2.3% |
| Q4 2021 | $651,000 | +0.9% | 6,235 | -2.7% | 0.04% | -8.3% |
| Q3 2021 | $645,000 | -4.0% | 6,406 | +0.5% | 0.05% | -7.7% |
| Q2 2021 | $672,000 | -9.8% | 6,371 | -13.8% | 0.05% | -25.7% |
| Q1 2021 | $745,000 | +20.6% | 7,391 | -2.7% | 0.07% | +12.9% |
| Q4 2020 | $618,000 | +16.4% | 7,595 | +75.1% | 0.06% | +3.3% |
| Q3 2020 | $531,000 | -6.8% | 4,337 | -8.4% | 0.06% | -13.0% |
| Q2 2020 | $570,000 | -2.6% | 4,734 | -19.1% | 0.07% | -14.8% |
| Q1 2020 | $585,000 | -42.0% | 5,849 | -6.7% | 0.08% | -25.7% |
| Q4 2019 | $1,008,000 | +5.1% | 6,268 | -1.9% | 0.11% | -1.8% |
| Q3 2019 | $959,000 | -2.1% | 6,387 | -3.1% | 0.11% | -3.5% |
| Q2 2019 | $980,000 | +0.3% | 6,591 | -0.5% | 0.12% | -4.2% |
| Q1 2019 | $977,000 | +9.8% | 6,624 | -1.9% | 0.12% | -0.8% |
| Q4 2018 | $890,000 | -22.5% | 6,749 | -1.9% | 0.12% | -13.6% |
| Q3 2018 | $1,148,000 | -10.9% | 6,878 | -12.8% | 0.14% | -19.1% |
| Q2 2018 | $1,288,000 | -0.3% | 7,889 | -7.9% | 0.17% | -3.9% |
| Q1 2018 | $1,292,000 | -10.0% | 8,563 | -8.4% | 0.18% | -6.2% |
| Q4 2017 | $1,436,000 | -2.0% | 9,351 | -5.3% | 0.19% | -8.1% |
| Q3 2017 | $1,465,000 | -9.0% | 9,875 | -14.2% | 0.21% | -11.1% |
| Q2 2017 | $1,610,000 | -8.3% | 11,512 | -9.1% | 0.24% | -10.0% |
| Q1 2017 | $1,756,000 | -11.9% | 12,665 | -11.1% | 0.26% | -17.7% |
| Q4 2016 | $1,994,000 | -57.7% | 14,244 | -63.6% | 0.32% | -21.1% |
| Q3 2016 | $4,719,000 | +132.8% | 39,147 | +125.6% | 0.40% | +17.5% |
| Q2 2016 | $2,027,000 | -7.2% | 17,349 | -10.0% | 0.34% | -8.6% |
| Q1 2016 | $2,185,000 | -5.5% | 19,278 | -9.8% | 0.37% | -8.3% |
| Q4 2015 | $2,313,000 | -7.1% | 21,384 | -10.0% | 0.41% | -14.8% |
| Q3 2015 | $2,489,000 | -10.9% | 23,752 | +0.1% | 0.48% | -2.2% |
| Q2 2015 | $2,793,000 | -3.7% | 23,718 | -2.8% | 0.49% | -5.8% |
| Q1 2015 | $2,900,000 | +0.2% | 24,389 | -0.6% | 0.52% | -0.8% |
| Q4 2014 | $2,894,000 | +14.2% | 24,536 | +3.8% | 0.52% | +4.2% |
| Q3 2014 | $2,535,000 | -0.4% | 23,631 | +7.2% | 0.50% | -2.7% |
| Q2 2014 | $2,544,000 | -88.1% | 22,039 | -88.3% | 0.52% | -67.2% |
| Q1 2014 | $21,360,000 | -0.1% | 188,275 | -2.0% | 1.58% | -4.7% |
| Q4 2013 | $21,379,000 | +228.8% | 192,154 | +202.0% | 1.65% | -0.6% |
| Q3 2013 | $6,503,000 | +17.7% | 63,618 | +7.6% | 1.66% | +12.9% |
| Q2 2013 | $5,526,000 | – | 59,136 | – | 1.47% | – |
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% |