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 | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $982,000 | +8.0% | 8,255 | +7.1% | 0.48% | +6.0% |
| Q4 2014 | $909,000 | -39.4% | 7,710 | -44.8% | 0.45% | -41.9% |
| Q3 2014 | $1,500,000 | -5.5% | 13,977 | +1.6% | 0.77% | -2.9% |
| Q2 2014 | $1,588,000 | +4.8% | 13,756 | +3.0% | 0.80% | +1.1% |
| Q1 2014 | $1,515,000 | +11.5% | 13,355 | +9.4% | 0.79% | +12.4% |
| Q4 2013 | $1,359,000 | -11.4% | 12,211 | -18.6% | 0.70% | -3.8% |
| Q3 2013 | $1,534,000 | +8.9% | 15,006 | -0.5% | 0.73% | -13.8% |
| Q2 2013 | $1,409,000 | – | 15,075 | – | 0.85% | – |
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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% |