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 | $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. | 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% |