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 | $9,928,851 | +4.2% | 111,285 | +11.1% | 0.22% | +6.6% |
| Q2 2023 | $9,524,352 | +9.2% | 100,161 | +7.4% | 0.21% | +1.0% |
| Q1 2023 | $8,724,499 | +14.9% | 93,220 | +25.5% | 0.21% | +0.5% |
| Q4 2022 | $7,590,130 | +17.3% | 74,270 | -5.4% | 0.21% | -15.4% |
| Q3 2022 | $6,471,000 | -0.2% | 78,484 | +7.7% | 0.25% | +11.3% |
| Q2 2022 | $6,487,000 | +154.5% | 72,863 | +192.7% | 0.22% | +121.0% |
| Q1 2022 | $2,549,000 | +22.1% | 24,895 | +24.6% | 0.10% | +17.6% |
| Q4 2021 | $2,088,000 | +5.8% | 19,983 | +2.0% | 0.08% | -6.6% |
| Q3 2021 | $1,973,000 | +34.9% | 19,599 | +41.2% | 0.09% | +35.8% |
| Q2 2021 | $1,463,000 | -16.6% | 13,877 | -20.3% | 0.07% | -28.0% |
| Q1 2021 | $1,755,000 | +127.6% | 17,421 | +83.7% | 0.09% | +69.1% |
| Q4 2020 | $771,000 | +66.9% | 9,482 | +25.6% | 0.06% | +37.5% |
| Q3 2020 | $462,000 | +1.8% | 7,548 | +100.1% | 0.04% | -7.0% |
| Q2 2020 | $454,000 | +7.3% | 3,772 | -10.9% | 0.04% | -2.3% |
| Q1 2020 | $423,000 | -11.1% | 4,233 | +43.0% | 0.04% | +10.0% |
| Q4 2019 | $476,000 | -17.2% | 2,960 | -22.7% | 0.04% | -25.9% |
| Q3 2019 | $575,000 | +37.2% | 3,828 | +35.8% | 0.05% | +31.7% |
| Q2 2019 | $419,000 | +5.5% | 2,819 | +4.8% | 0.04% | 0.0% |
| Q1 2019 | $397,000 | +27.2% | 2,691 | +13.7% | 0.04% | +10.8% |
| Q4 2018 | $312,000 | -23.2% | 2,366 | -2.7% | 0.04% | -11.9% |
| Q3 2018 | $406,000 | +2.3% | 2,431 | -81.0% | 0.04% | -2.3% |
| Q2 2018 | $397,000 | +11.2% | 12,815 | +441.9% | 0.04% | -10.4% |
| Q1 2018 | $357,000 | -1.7% | 2,365 | 0.0% | 0.05% | -12.7% |
| Q4 2017 | $363,000 | +3.4% | 2,365 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $351,000 | +6.0% | 2,365 | 0.0% | 0.06% | +1.9% |
| Q2 2017 | $331,000 | +0.9% | 2,365 | 0.0% | 0.05% | -16.9% |
| Q1 2017 | $328,000 | -0.9% | 2,365 | 0.0% | 0.06% | -4.4% |
| Q4 2016 | $331,000 | +12.2% | 2,365 | 0.0% | 0.07% | +1.5% |
| Q3 2016 | $295,000 | +6.9% | 2,365 | 0.0% | 0.07% | +11.7% |
| Q2 2016 | $276,000 | +3.0% | 2,365 | 0.0% | 0.06% | 0.0% |
| Q1 2016 | $268,000 | +4.7% | 2,365 | 0.0% | 0.06% | -4.8% |
| Q4 2015 | $256,000 | +3.2% | 2,365 | 0.0% | 0.06% | -8.7% |
| Q3 2015 | $248,000 | -11.1% | 2,365 | 0.0% | 0.07% | -18.8% |
| Q2 2015 | $279,000 | +6.5% | 2,365 | +7.5% | 0.08% | -24.1% |
| Q1 2015 | $262,000 | +6.5% | 2,200 | +5.3% | 0.11% | -5.1% |
| Q4 2014 | $246,000 | +9.8% | 2,090 | 0.0% | 0.12% | +0.9% |
| Q3 2014 | $224,000 | -49.3% | 2,090 | -45.9% | 0.12% | -5.6% |
| Q2 2014 | $442,000 | +107.5% | 3,865 | +105.6% | 0.12% | -1.6% |
| Q1 2014 | $213,000 | +1.9% | 1,880 | 0.0% | 0.13% | 0.0% |
| Q4 2013 | $209,000 | – | 1,880 | – | 0.13% | – |
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% |