ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $137,934 | -6.2% | 1,546 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $147,009 | +1.6% | 1,546 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $144,690 | +2.5% | 1,546 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $141,165 | +11.2% | 1,546 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $127,000 | -8.0% | 1,546 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $138,000 | -28.9% | 1,546 | -16.5% | 0.01% | -8.3% |
| Q4 2021 | $194,000 | +19.0% | 1,852 | +19.8% | 0.01% | +9.1% |
| Q2 2021 | $163,000 | +4.5% | 1,546 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $156,000 | +23.8% | 1,546 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $126,000 | +32.6% | 1,546 | +100.0% | 0.01% | +11.1% |
| Q3 2020 | $95,000 | +2.2% | 773 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $93,000 | +3000.0% | 773 | +3765.0% | 0.01% | – |
| Q4 2019 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | +200.0% | 20 | +100.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 10 | +66.7% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 6 | – | 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% |