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 | $400,151 | -8.6% | 4,485 | -2.6% | 0.00% | – |
| Q2 2023 | $437,984 | +2.8% | 4,606 | +1.2% | 0.00% | – |
| Q1 2023 | $426,021 | -3.1% | 4,552 | -5.4% | 0.00% | -100.0% |
| Q4 2022 | $439,475 | +14.4% | 4,813 | +3.4% | 0.00% | – |
| Q3 2022 | $384,000 | -6.6% | 4,656 | +0.9% | 0.00% | -100.0% |
| Q2 2022 | $411,000 | -15.3% | 4,615 | -2.6% | 0.00% | – |
| Q1 2022 | $485,000 | -3.2% | 4,737 | -1.1% | 0.00% | – |
| Q4 2021 | $501,000 | -3.3% | 4,791 | -7.0% | 0.00% | -100.0% |
| Q3 2021 | $518,000 | +5.9% | 5,149 | +10.9% | 0.00% | 0.0% |
| Q2 2021 | $489,000 | -57.4% | 4,642 | -59.3% | 0.00% | 0.0% |
| Q1 2021 | $1,149,000 | -66.0% | 11,401 | -72.6% | 0.00% | -75.0% |
| Q4 2020 | $3,384,000 | +938.0% | 41,620 | +1461.1% | 0.00% | +300.0% |
| Q3 2020 | $326,000 | -88.1% | 2,666 | -88.3% | 0.00% | -80.0% |
| Q2 2020 | $2,733,000 | +1136.7% | 22,707 | +925.1% | 0.01% | +400.0% |
| Q1 2020 | $221,000 | -19.6% | 2,215 | +29.3% | 0.00% | – |
| Q4 2019 | $275,000 | +10.9% | 1,713 | +3.8% | 0.00% | – |
| Q3 2019 | $248,000 | +11.7% | 1,650 | +10.3% | 0.00% | – |
| Q2 2019 | $222,000 | -11.9% | 1,496 | -12.5% | 0.00% | -100.0% |
| Q1 2019 | $252,000 | +13.5% | 1,710 | +28.9% | 0.00% | – |
| Q3 2018 | $222,000 | +9.9% | 1,327 | +7.2% | 0.00% | – |
| Q2 2018 | $202,000 | -24.6% | 1,238 | -35.4% | 0.00% | -100.0% |
| Q2 2017 | $268,000 | -4.6% | 1,916 | -5.5% | 0.00% | 0.0% |
| Q1 2017 | $281,000 | -26.8% | 2,028 | -26.1% | 0.00% | 0.0% |
| Q4 2016 | $384,000 | +1.1% | 2,744 | -9.8% | 0.00% | 0.0% |
| Q3 2016 | $380,000 | -8.4% | 3,041 | -14.4% | 0.00% | 0.0% |
| Q2 2016 | $415,000 | -0.2% | 3,551 | -3.3% | 0.00% | 0.0% |
| Q1 2016 | $416,000 | +28.8% | 3,672 | +22.8% | 0.00% | 0.0% |
| Q4 2015 | $323,000 | +3.9% | 2,990 | +0.8% | 0.00% | 0.0% |
| Q3 2015 | $311,000 | -43.4% | 2,966 | -36.4% | 0.00% | 0.0% |
| Q2 2015 | $549,000 | +2.2% | 4,660 | +3.1% | 0.00% | -50.0% |
| Q1 2015 | $537,000 | +0.9% | 4,519 | +0.2% | 0.00% | 0.0% |
| Q4 2014 | $532,000 | +2.3% | 4,508 | -6.9% | 0.00% | 0.0% |
| Q3 2014 | $520,000 | -2.4% | 4,844 | +4.9% | 0.00% | 0.0% |
| Q2 2014 | $533,000 | +2.9% | 4,619 | +1.2% | 0.00% | 0.0% |
| Q1 2014 | $518,000 | +0.6% | 4,562 | -1.4% | 0.00% | 0.0% |
| Q4 2013 | $515,000 | -5.3% | 4,626 | -13.0% | 0.00% | -33.3% |
| Q3 2013 | $544,000 | +2.8% | 5,318 | -6.0% | 0.00% | 0.0% |
| Q2 2013 | $529,000 | – | 5,657 | – | 0.00% | – |
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% |