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 | $462,055 | -5.7% | 5,179 | +0.5% | 0.08% | +2.5% |
| Q2 2023 | $490,173 | +3.9% | 5,155 | +2.3% | 0.08% | 0.0% |
| Q1 2023 | $471,678 | +103338.2% | 5,040 | +0.9% | 0.08% | -4.8% |
| Q4 2022 | $456 | -99.9% | 4,995 | +0.8% | 0.08% | +6.3% |
| Q3 2022 | $408,000 | -6.0% | 4,954 | +1.7% | 0.08% | +5.3% |
| Q2 2022 | $434,000 | -10.3% | 4,869 | +3.1% | 0.08% | +5.6% |
| Q1 2022 | $484,000 | -1.0% | 4,723 | +0.9% | 0.07% | +2.9% |
| Q4 2021 | $489,000 | +1.5% | 4,681 | -2.2% | 0.07% | -4.2% |
| Q3 2021 | $482,000 | -4.0% | 4,788 | +0.5% | 0.07% | -1.4% |
| Q2 2021 | $502,000 | -2.1% | 4,762 | -6.5% | 0.07% | -5.2% |
| Q1 2021 | $513,000 | +18.8% | 5,091 | -4.3% | 0.08% | +5.5% |
| Q4 2020 | $432,000 | +27.8% | 5,317 | +92.5% | 0.07% | +15.9% |
| Q3 2020 | $338,000 | +1.5% | 2,762 | -0.1% | 0.06% | -1.6% |
| Q2 2020 | $333,000 | +18.9% | 2,765 | -1.1% | 0.06% | +3.2% |
| Q1 2020 | $280,000 | -20.7% | 2,797 | +27.4% | 0.06% | +8.8% |
| Q4 2019 | $353,000 | -4.9% | 2,195 | -11.1% | 0.06% | -21.9% |
| Q3 2019 | $371,000 | +1.1% | 2,470 | +0.2% | 0.07% | +1.4% |
| Q2 2019 | $367,000 | +4.9% | 2,466 | +4.1% | 0.07% | +7.5% |
| Q1 2019 | $350,000 | +35.1% | 2,370 | +20.6% | 0.07% | +9.8% |
| Q4 2018 | $259,000 | -14.8% | 1,965 | +8.0% | 0.06% | +13.0% |
| Q3 2018 | $304,000 | +9.7% | 1,820 | +7.3% | 0.05% | +5.9% |
| Q2 2018 | $277,000 | – | 1,696 | – | 0.05% | – |
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% |