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 | $355 | -6.1% | 3,974 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $378 | +1.6% | 3,970 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $372 | +1.4% | 3,970 | -1.3% | 0.02% | -5.0% |
| Q4 2022 | $367 | -99.9% | 4,024 | +6.9% | 0.02% | +17.6% |
| Q3 2022 | $310,000 | -14.6% | 3,766 | -7.5% | 0.02% | -15.0% |
| Q2 2022 | $363,000 | +23.5% | 4,072 | +41.7% | 0.02% | +53.8% |
| Q1 2022 | $294,000 | -2.6% | 2,874 | -0.7% | 0.01% | 0.0% |
| Q4 2021 | $302,000 | +10.2% | 2,895 | +6.4% | 0.01% | 0.0% |
| Q3 2021 | $274,000 | +7.5% | 2,722 | +12.3% | 0.01% | +8.3% |
| Q2 2021 | $255,000 | – | 2,423 | – | 0.01% | – |
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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% |