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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $139,000 | -21.0% | 1,053 | 0.0% | 0.02% | -10.0% |
| Q3 2018 | $176,000 | +2.3% | 1,053 | 0.0% | 0.02% | -4.8% |
| Q2 2018 | $172,000 | +8.2% | 1,053 | 0.0% | 0.02% | +10.5% |
| Q1 2018 | $159,000 | +17.8% | 1,053 | +19.9% | 0.02% | +18.8% |
| Q4 2017 | $135,000 | +2.3% | 878 | -1.1% | 0.02% | -11.1% |
| Q3 2017 | $132,000 | +23.4% | 888 | +16.4% | 0.02% | +20.0% |
| Q2 2017 | $107,000 | +98.1% | 763 | +97.2% | 0.02% | +87.5% |
| Q1 2017 | $54,000 | +170.0% | 387 | +176.4% | 0.01% | +100.0% |
| Q4 2016 | $20,000 | +17.6% | 140 | 0.0% | 0.00% | +33.3% |
| Q3 2016 | $17,000 | +6.2% | 140 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $16,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $16,000 | +6.7% | 140 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $15,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $15,000 | -6.2% | 140 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $16,000 | -5.9% | 140 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $17,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $17,000 | +13.3% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $15,000 | -6.2% | 140 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $16,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $16,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $16,000 | – | 140 | – | 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% |